I have known and worked with Neil for many years, initially as a colleague, and then as an employer of his consultancy skills. For HBOS, over the past few years, his involvement as a freelance consultant in the development of question banks and materials has been invaluable. Neil contributes enormously to any  team with whom he is involved. He is a highly professional, enthusiastic and passionate individual who is committed and driven to create results for the customer. He is people focused and customer orientated ensuring the on-time, bespoke delivery requirements that are needed in the FS Industry, either personally, or buy the management of a wide network of associates. You can trust Neil to deliver the cost effective first class results which you require.

Brian Corrigan, Training Consultant, Halifax


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Cross Counter Selling Skills

Objectives

To enable delegates to be able to cross-sell on a busy counter.

Who should attend

Staff who sit on busy counters in banks and building societies.

Summary of content

  • Understanding what sales really is!
  • Spotting opportunities
  • Building rapport
  • Use of effective questioning techniques
  • Using soft questions to reveal the need
  • Presenting benefits
  • Closing that doesn’t sound like a close
  • Overcoming concerns

Duration

1 day

 

RDR Retail Distribution Review Training

Financial Services Gap Analysis Tool - produced with REALSENSE Solutions Ltd

Practical support, guidance and workshops to achieve an effective corporate governance framework

Neil Young's Favourite Places - Click here

Useful Links to Organisations in the Financial Services Industry
 
Link to the Financial Services Authority Link to the ifs School of Finance Link to the Institute of Financial Planning Link to the Chartered Insurance Institute Link to Securities and Investment Institute Link to Penrose
 
Link to The Building Societies Association Link to The British Bankers' Association Link to The Association of Friendly Societies Link to the Association of Mortgage Intermediaries Link to the Association of Independent financial advisers Link to the Financial Services Skills Council Link to Global Professional Publishing