michael.pendergrass
Acronym
Select Advisors Institute
Product ID
Sales-Training-Coaching
Description
We help create a sales culture within financial firms, coaching, motivating, and training teams to better grow their AUM.
Images
Image
Details
- Select Advisors mission is to help RIAs be more visible in a sustainable, long-term and trust-building format. We want to help firms scale.
Image
Details
- Select Advisors brings to you customized branding, marketing and sales solutions all under ONE umbrella. No need to hire anyone else to lead these when with us.
Features
We help create a sales culture within financial firms, coaching, motivating, and training teams to better grow their AUM:
- Sales personality tests & assessments
- Curriculum development based on goals of the advisor and team
- Sales training ie lead generation, soft skills, EQ and Closing
Vendors
Management Style
Schwab Products
Section
Solution