Selling into Industries: Financial Services

Learn how to sell to financial buyers who require a clear ROI and have to address multiple priorities.

• Welcome
• What you should know

1. Setting Yourself Up for Success

• The money loop
• Industry trends
• Craft a financial narrative
• How to read an annual report

2. Tailoring Your Approach

• Identify your buyer
• Your client's customer
• Show you're prepared

3. Creating Urgency

• Codify your value
• Tap into industry deadlines
• Leverage competitive differentiation

4. Closing the Deal

• Proposals and contracts
• Adapt to change
• Prove an ROI
• Build trust

Conclusion

• Next steps