Financial Services Sales Training 

Increased Sales. Positive reviews. Endless Referrals.

 

Applied Excellence is changing the way financial services sell...

A Go-Giver strategy sells more than any other sales tactic and only we can teach it!

 

Through proven and tested client-centered sales techniques, we can help your sales team build trust faster, leading to increased sales. You can expect:

 

  • Personal Walking Ambassadors 

  • Endless Referrals

  • Build Trust Faster

  • Guaranteed Positive Customer Experience 

  • Motivated Sales Team

 

Personal walking ambassadors are a network of people who know you, like you, and trust you. It doesn't mean they have to buy from you, it means they always have you in the back of their mind. It means that every person who you interact with has such a great experience that they tell their network of people to go to you. Our proven techniques are backed by the philosophies of the international best selling book, The Go-Giver, by Bob Burg & John David Mann and over 25 years of application based research. We are currently the only company in Southern California certified to teach what we teach. 

 

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You will be one step ahead of every other financial services company, with our Go-Giver ways.

At Applied Excellence, we teach the power of effective communication and authentic influence to establish a strong trust that keeps a customer coming back. Our proven techniques involve shifting your focus from getting to giving to create a client-centered relationship. The second you focus on the customer and have no emotional attachment to the result (what you are going to get out of the deal), you will begin to establish trust with your customer and be able to 100% focus on your customer's needs.

 

Sales jobs do not have enough of this, which is why they have a bad reputation. As a result, you will receive more than you would have with any other sales technique (increased sales, more positive reviews, and endless referrals). This is because value has become increasingly important; people want to do business with those they know, like and trust. Not those they are scared of, don't trust, and feel pressured into buying. 

 

Our techniques are unique because we are the only company in Southern California certified to teach what we teach.

 

Paul Anderson, CEO & Founder of Applied Excellence, is a certified Go-Giver Speaker and Coach. The Go-Giver is an international best selling book that is backed by many successful people. It is about changing your focus from getting to giving, and when you put others interests first and continually focus on adding value to their lives, it will lead to unexpected returns. Paul blends these universal laws from The Go-Giver into his proven sales techniques, creating a successful framework for years to come. He will not only raise your sales numbers, he will motivate your team, increase your positive reviews, and create strong business practices for your company to enjoy for many years. 

 

 

 

We do it all.

In person workshops, online programs, seminars, and partnerships to get your team selling more and fast. 

Short Seminars 

SKO's

End of Quarter

End of Year

Beginning of Year

In-Person workshops

Full Day

Half Da

Multi Day

Flexible Training

It's all about you and your goals for your company. All of our training is flexible depending on your needs. 

Online Programs

Choose from our basic online program or advanced fully in depth platform. 

Trainer Partnership

100% fully immersive program including, initial discovery, field accompaniment, Roleplay, surveys, feedback, etc.  

Motivation Inspired

Sometimes all your team needs is a motivation boost, they know all their sales skills but need a boost in participation, teamwork, energy or resilience. 

 

CONTACT US

Set up a phone or in person appointment today. Ask about how to get a free ...

Email: info@appliedexcellence.com

Phone: 760.820.9277

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Our Expertise

Establishing Trust

Selling Value

Belief 

Sales Cycle Personality

The Actual Presentation

The Actual Presentation

Effective Questioning Skills

The Law of Numbers

The Power of Objections

Sensory System Dialogue

Goals

Strategic Questioning

Elevating Value

Selling Results

Differentiating Criteria

Profile Of A Presentation

Body Language

Authentic Influence

The Pre-Presentation

Client Connection

Building Rapport

Tagalong Questioning Technique

New Business Development

Closing the Sale

Time Management

Referrals

Reflective Technique

Making Appointments

Differentiation

Sales Revenue Targets

How to be Efficient

Thinking About It?

Reach out to us! Our team responds within 30 minutes!