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Daniel Litts | Pinehurst, NC

Financial Services

Sales, leadership, and customer service training for Financial Services companies

Access free sales resources for Financial Service providers

We work with Financial Service Providers in North Carolina to increase top-line revenue

Our customers in the finance industry often tell us...

  • "We struggle with business development because we never thought we’d have to sell."
  • "Our presentations are filled with our great features and benefits but our closing ratio is terrible."
  • "We don't know how to overcome stalls and objections when we first meet with prospects."
  • "We're not sure where to start developing new business."
  • "Our advisors aren't nearly as comfortable, competent, or consistent 'selling' our services as they do when delivering them."
  • "We lack a systematic process for selling our services."
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Increase profits and provide superior financial services to your clients

At Sandler Training by Ascending Performance, we work with Professional Service Providers to...

  • Qualify prospective clients quickly and shorten their selling cycle
  • Stop providing free consulting to prospects who don't sign contracts
  • Planning and executing prospecting activities (even during a global pandemic)
  • Hit their sales targets without putting pressure on prospects or clients to buy
  • Develop a systematic process for getting more referrals from satisfied customers
  • Implement account development strategies to retain and grow existing client relationships
  • Create new revenue streams when marketing and advertising are not providing a steady flow of quality clients

See What our Financial Service Industry Clients Say

Free Sales Resources for the Financial Services Industry

4 Ways Financial Planners

4 Ways Financial Planners Can Improve Results

The world of financial services brings with it challenges that are different than those experienced by people selling other products and services. Overcome these 4 obstacles to grow your financial planning clientele.

Selling Professional Services

Selling Professional Services The Sandler Way

Must-have information for financial advisors and other professional service providers. In this book, readers will learn how non-selling professionals can sell themselves and their services without pressuring their clients and prospects to buy; a critical skill to differentiate yourself in a saturated marketplace.

How to Succeed

Podcast: How to Succeed in Financial Services

Glenn Mattson, Sandler trainer and course instructor, shows you how to succeed with the attitudes, behaviors, and techniques needed to be more successful in financial services. Get the best practices collected from around the world for selling insurance, investments, and financial planning.