Recently, I've been working with a lot of financial selling professionals. This particular group was whining to me that they used to ask for referrals all the time, but they were terrible. They got referrals from people that they didn't want to do business with, who weren't a good fit, etc. At that point, they had just given up and thought that referrals don't work.
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It's fall, which always means a lot of travel for me, and this year is no exception. We threw in a vacation for good measure, and as I'm writing this post I am sitting in my first ever southern hemisphere destination, Sao Paulo. As always, travel is a great way to observe the buying and selling behaviors of the global community. Here are 4 lessons I have learned in the last 12 weeks:
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A few weeks ago, I ran a Facebook Live video and we talked specifically about tactics and strategies to sell in a crowded marketplace. One strategy that came up that was so important to anyone who was watching was the concept of frequency and reach.
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Do more: it’s an expectation imposed on sales reps constantly. Every year, quotas go up, KPIs get revised and the number of people that need to be served keeps climbing. And…it’s happening in a selling market that’s changing faster than ever, and putting a lot of pressure on sellers. When people are pressed, many are prone to make bad decisions: going overboard with sales work, often in a scattershot way, hoping something—anything—will hit their target.
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This week, I had the pleasure of addressing 400 top Financial Services professionals at a national sales conference in Las Vegas. In fact, the image embedded to this blog post is the "backstage" view I had before the audience starting piling into the room. Here are the top 10 points from my keynote, they're the strategies that work today:
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