- Stop "buying" business through lowest pricing.
- Build trust and credibility with their clients.
- Have better conversations that identify deeper needs.
- Speak confidently about the full value they bring.
- Become your clients' primary financial partner.
3 Workshops to Transform the Way Your Company Sells
29% of customers trusted their bank to look after their long term financial wellbeing, down from 43% two years before.
(Accenture – 2020 Global Banking Consumer Study)
What's the Difference?
Transactional Selling vs. Transformational Selling
- Stop buying business using price as your unique value proposition.
- Stop using your purpose as a branding tool and marketing strategy.
- Stop thinking like a banker or financial adviser.
- Stop hiding behind data and tech and allowing digitization to turn you into a commodity.
- Start building trust and investing in your most valuable currency.
- Start personalizing purpose with employees and customers as an enduring business value.
- Start being a trusted financial wellness partner.
- Start creating empathetic banking experiences using your human touch.
My team is benefiting from my increased confidence as a leader and the empowerment I am passing to them in our coaching. Finka did a fantastic job. She helped me to think faster and talk slower which was a huge advantage for me.
THREE LIVE ONLINE WORKSHOPS
1:1 EXECUTIVE COACHING
IMPLEMENTATION GROUP COACHING SESSIONS
MEASURABLE KPIS TO TRACK RESULTS
PERSONALIZED TRANSFORMATIONAL SELLING PLAYBOOK
Shift from transactional to
*transformational* selling ™
Pillar 1:
AUTHENTIC INTEGRITY
Unlock the Power of Your Brilliant Difference Workshop
- Understand your communication style so you can leverage your personal strengths to deliver results and propel your business forward.
- Identify how you are most and least likely to influence, solve problems, deal with conflict and achieve results.
- Recognize your communication ‘red flags’ and where you’re limiting your impact and influence.
- Define and articulate your Brilliant Difference/value proposition, so you have the words to confidently describe and articulate how you lead, add value, and deliver results.
Pillar 2:
EMPATHETIC COMMUNICATION
Shift from Transactional to Transformational Conversations Workshop
- Create environments that cultivate trust, connection and make clients feel safe to choose you.
- Identify the must have conversation skills to have open and opportunity filled client conversations.
- Describe the four transformations clients are seeking that compels them to action.
- Recognize the characteristics between the four distinct client ‘buying’ languages and understand how to communicate in each so clients will know you understand them.
- Tell your clients’ transaction to transformation story so you can confidently invite them to work with you.
Pillar 3:
PURPOSEFUL
IMPACT
Create Invitations and Ask for the Business Workshop
- Understand the difference between impact vs cost pricing so you can convey the true value your clients receive.
- Recognize the role fear plays in negotiating and how to navigate and overcome the emotions that get int the way of building strong and trusting relationships.
- Identify how to use the science of decision making to help clients feel safe, connected and confident to choose you.
- Learn to invite clients to your offers consistently in a way that feels good to you and has your clients feel heard and understood.
Month 1
- Intro Session
- Assessments
Month 1
- Authentic Integrity Workshop + Coaching
Month 2
- Empathetic Communication Workshop + Coaching
Month 3
- Purposeful Impact Workshop + Coaching
Employees
- Improve personal confidence.
- Elevate performance and results.
- Boost focus and time management.
- Develop better networking and sales opportunities.
Leaders
- Increase leadership impact.
- Increase team effectiveness.
- Inspire your team to take consistent action.
- Build trust and accountability.
Organizations
- Align to a common vision and purpose.
- Discover untapped potential.
- Increase client loyalty and revenue.
- Improve team connection.
- 3.3x clearer on the action to take to grow the business.
- 3.6x more confident to sell their offers.
- 2.3x more excited and eager to share their Brilliant Difference.
*Past program participant results
“Although I didn’t mean to be, I was too ‘transactional’ before this program. I thought: If I’m charging people money, I have to offer lots so they see the value and buy. That thinking was wrong and led to pricing challenges. This program will give you a different attitude in how you present yourself and your offer.
1. Schedule a DISCOVERY CALL that works for you.
2. Together we DESIGN the right solution for your team.
3. Boost your impact and results.
Transform the Way Your Team Sells
- Deepen client relationships by becoming your clients’ primary financial partner.
- Stop buying the business by being a "price leader,"
- Strengthen your value proposition with your team bench.
Next Steps
