Financial Services Sales Handbook: A Professionals Guide to Becoming a Top Producer

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Clifton Warren

Financial Services Sales Handbook

A Professionals Guide to Becoming a Top Producer

Clifton Warren

$89.99

Paperback

Forthcoming
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English

Business Expert Press
15 May 2025

Sales & marketing management

The Financial Services Sales Handbook, Second Edition: A Professional's Guide to Becoming a Top Producer is an essential roadmap for financial professionals. This second edition highlights the evolving landscape of financial services sales, including the rise of digital communication, virtual networking, and the importance of a client-centric approach in today's competitive market.

Designed for both seasoned professionals and newcomers this handbook provides actionable strategies to master the art of selling financial services sales.

Key features include:

Build and maintain a robust sales pipeline while fostering long-term client relationships. Position yourself as a trusted advisor with tailored value propositions and effective cross-selling strategies. Align your sales tactics with client needs to drive organic growth and build loyalty.

Packed with insights and tools, this handbook equips you to excel in a competitive environment.

By: Clifton Warren
Imprint: Business Expert Press
Country of Publication: United States
Edition: 2nd Revised edition
Dimensions: Height: 229mm, Width: 152mm,
ISBN: 9781637428122
ISBN 10: 163742812X
Pages: 202
Publication Date: 15 May 2025
Audience: General/trade , ELT Advanced
Format: Paperback
Publisher's Status: Forthcoming

Clifton Warren is a sales and business development expert and the principal of Clifton Warren Consulting, where he trains financial services professionals to elevate their sales capabilities and achieve new levels of productivity and profitability. As an author, his books have become essential guides for professionals and firms striving to excel in a competitive marketplace. Clifton resides in Melbourne, Australia.