Selling into Industries: Financial Services

Offered By: LinkedIn Learning

Tags

Sales Courses Return on Investment Courses Trust Building Courses Value Proposition Courses Financial Analysis Courses Proposal Writing Courses

Course Description

Overview

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

Syllabus

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

Taught by

Lisa Earle McLeod and Elizabeth (McLeod) Lotardo

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