Specialized Industry Training
Financial Services Training
Communication and presentation skills training for planners, brokers, agents and wholesalers.
Planners · Brokers · Agents
Communication Skills For Financial Sales Professionals
“Never before in the history of the financial services industry has the ability to communicate confidently and effectively been more important. Whether talking to clients and prospects one on one or in groups, this is the time and opportunity to establish yourself as a consummate professional!”
No industry has a greater requirement to be professional, proficient and effective in face to face communications than financial services sales professionals! Every day, planners, brokers and agents conduct meetings with clients and prospects one on one or in groups. They must make presentations that motivate clients and prospects to take action and implement suitable financial solutions to meet personal goals and objectives.
This curriculum was built by DET co-founder Moe Davis, a 25 year veteran of the securities and insurance industries who began his career as a financial consultant with Merrill Lynch. Workshops are led today by Nancy Davis, using the program he developed.
You Will Learn How To
- Speak effectively before any size group
- Be perceived as a total professional
- Sell yourself and your ideas
- Improve job performance and increase production
- Control anxiety and inhibition
- Conduct and control question and answer sessions
Financial Industry – Wholesaler
Wholesaler Commando Training
“Highly successful financial wholesalers represent a variety of styles and personality types. The one thing they have in common is the ability to deliver powerful compelling presentations every day! They make presentations that motivate brokers, planners and agents to take action, understand how the investment products work, where they are a suitable fit, and present them with confidence and conviction to clients and prospects.”
Most wholesaling organizations recognize the need for training. In many cases however the training is too generic, too time consuming, too expensive and less effective than advertised.
Davis Executive Training offers an alternative: Wholesaler Commando Training. These workshops are specifically designed for financial wholesalers. They are available anywhere on-site and can be customized to meet the needs of your organization and the skill level of your wholesaling team.
Workshops include:
- Training modules that teach specific presentation skills wholesalers need
- How to avoid “Death by PowerPoint”
- Small group format
- Individual coaching
- Video feedback
These workshops teach skills your wholesalers can hit the ground running with the next day and every day! The program was developed by DET co-founder Moe Davis over a 25 year career in the financial services industry, and is delivered today by Nancy Davis.
Learn MoreFinancial Institutions Trained By DET
Advisors and executive leadership from these financial organizations have benefited from the practical training taught in our workshops:
- Merrill Lynch
- American Express
- AXA / Equitable
- Raymond James
- Wachovia
- A.G. Edwards
- UBS Securities
- Pacific Life
- Protective Life
- Sun America
- Smith Barney
- AmSouth
- Bank One
- Pro Equities
- First Protective