|
Our
team design and deliver
sales training workshops, coaching and consulting
solutions, and development programmes across the
UK,
Europe, US, and the Middle East
Sean
McPheat
Founder
and Managing Director of MTD Sales Training, Sean
McPheat has been referred to in the national press
as THE UK'S #1
AUTHORITY ON MODERN DAY SELLING. His
passion and expertise lies in his ability to generate
increased revenues and profits for his clients.
Sean
has appeared on TV on several occasions as an
expert in the field of personal and professional
development.
Being
a finalist in the 2007 British Business Awards
for his Entrepreneurial achievements,
Sean knows what makes businesses successful. He
was also a judge in the 2009 Young Enterprise
Programme but was not as horrible as Simon Cowell
(well almost!)
Sean
has been featured on CNN International,
BBC, ITV, The Guardian, Arena Magazine ,
Marketing Weekly, Raw Entrepreneur, Mind
Your Business, The Training Journal, The Hong
Kong HR Journal and radio stations such as BBC
WM and LBC (London's Big Conversation) and has
over 200 other media credits to his name.
In
addition to being one of the top sales trainers
around, Sean (a.k.a
The Sales Jedi) is a much sought after
motivational speaker and media figure
on all topics related to sales, business improvement
and entrepreneurialism.
Having
built MTD Training from a bank balance of zero
he's living proof that with hard work and the
right strategy, that anything is possible!
Sean's
weekly email tips go out to over 60,000
people interested in sales and management.
"Sean's
style was excellent and really made me want to
learn more. It was upbeat, energetic and fun"
Olivia
McLaughlan - Claire's Accessories
"Thanks
to Sean's wonderful tips, techniques and his humour
and approach I was able to understand what I needed
to do back in the workplace to run effective meetings.
The practical exercises were fun and I really
got some meaningful learning out of each one -
Sean had the uncanny knack of being able to make
learning an enjoyable process for the whole 2
days. Thanks!"
Ian
Dobson - Lloyds TSB
"I
had a really great time and it will be really
useful going forward. Was exactly the insight
and catalyst I needed to step up my game. A very
good course"
Steven
Wyer - Capital One Bank
"The
course was exceptional. What I liked about it
was that it was very good information, funny,
affirming (as individuals and as a group), practical
and has benefits far beyond the content. The facilitation
was excellent.Thanks for all this. You are an
exceptional person Sean and it was great being
on the course"
Susan
Grant - Duni
"A
really BIG THANK YOU Sean. The course was BRILLIANT.
I really did appreciate all your help and training
getting me over the final hurdle - I couldn't
have done it without your encouragement and input,
it was as you say AWESOME"
Ian
Daniels - Greencell
"After
the training had finished my manager could not
believe the impact that Sean had on me. He thought
he had employed another person!"
Phil
Hayman - Faccenda
CLICK HERE to make
an enquiry
Mike
Clarkson

A
professional Business Developer, Trainer and Senior
Manager having extensive experience in the Retail
and Corporate Services sectors. Proven sales,
management and leadership skills, passionate about
the development of people. An effective communicator
at all levels, internally and externally. Good
problem solving, influencing and negotiation skills.
QUALIFICATIONS
and TRAINING:
- Competent
Leader Award, Toastmasters International, 2005
- Competent
Toastmaster, Toastmasters International, 2003
- Accredited
Insights Associate
- Insights
Performance Coach
- Certificate
in Managing Customer & Client Relations,
Open University,
- CIPD
Certificate in Training Practice, Salford University
- Advanced
Presentation Skills
- Inducted
into 'Ryder Roundtable' a 'Hall of Fame' society
ASSOCIATIONS:
- Fellow,
Institute of Sales & Marketing Management
- Associate,
Chartered Institute of Personnel & Development
- Area
Governor, Toastmasters International
- Immediate
Past President, Manchester Orators
- Member,
Manchester Chamber of Commerce
- Associate
Member, Professional Speakers Association
MAJOR
ACHIEVEMENTS:
- Authoring
new material including 'Successful Selling'
a 30-part sales training manual published by
Echelon and Video Arts
- Directed
top performing regional sales team responsible
for new business sales of 50m and customer revenues
over £300m
- Created,
managed and delivered Sales Academy training
for two major UK dealer networks supporting
over 120% target growth
- Co-led
Ryder Plc Investors in People programme
- Led
Manchester Orators to achieve 'Select Distinguished
Club' Award with Toastmasters International,
and appointed Area Governor
- Top
salesperson award from over 35 in UK for Ryder
Plc
- UK
winner of Company Sales Incentive award to The
Bahamas
- International
Director and UK Chairman of Ryder Roundtable
- Adapted
and delivered US Advanced Sales Training programme
in UK
- Implemented
UK employee scholarship programme across 3600
employees
Here
are some comments from Mike's courses:
"Mike
Clarkson was excellent, and his practical approach
enabled us to deal with key issues in a clear
and analytical way. I have received positive feedback
from all of the delegates and comments afterwards
included the following responses: "well presented,
enjoyable, well rounded, informative and fun.
I would have no hesitation in recommending Mike
Clarkson"
Catriona
Urquhart-Lintz of Marketing Manchester
"I
recently attended the Psychology of Sales course
with Mike. This is the third course I have attended
which Mike has taken, and like the previous ones,
I left better, sharper and re-focussed.
Mike
had the difficult task of working with a very
mixed ability group, and managed neither to overwhelm
the less skilled nor bore the more skilled members
of the team. Mike delivers in a relaxed manner,
yet keeps delegates on track. I look forward to
my next course with Mike and have no hesitation
in recommending his services to sales professionals
of whatever level."
Tony
Ware of Ryder Plc
Sales
training is always difficult to run with sales
employees at different levels of experience. Mike
evaluated and assessed our requirements and what
we as a Company wanted to achieve. He offered
several options and advised us on the best course
of action we needed to take to achieve our overall
goals within our time frame. A really professional,
in-depth training session followed, with another
3 pencilled in for the remained of the year. I
would certainly recommend Mike to other potential
customers"
Maria
Vizard of Burnt Tree Vehicle Hire
"The
tutor, Mike Clarkson, was excellent, and his practical
approach enabled us to deal with key issues in
a clear and analytical way"
"All
our managers now really understand the benefit
effective appraisals can make to the business,
and they are currently in the process of putting
their new-found skills to the test. The course
tutor, Mike Clarkson, was extremely popular"
Kathy
Parrish, Kingsland Wines
CLICK HERE to make
an enquiry
Mark
Williams

Mark
specialises in the design and delivery of sales
training courses and management development programmes.
As a sales specialist, Mark is always in great
demand and he has managed programmes across
the UK, Europe, Japan, China and the Middle East.
Mark's
dedication to providing tailored, bespoke sales
solutions is matched by his positive attitude,
experience and practical approach to every event
that he delivers.
Experience
a training course where Mark has been the facilitator
and the delegates will go away with a toolbox
set of practical skills that they can use in the
workplace allied to a varied approach to the actual
delivery of the course content that includes accelerated
learning, multiple intelligences, emotional intelligence
and weird and whacky activities that enhance the
learning experience and enjoyment for each delegate.
Mark
also revels in the post-course email and telephone
support that we offer our attendees and
is often found on the phone or writing emails
to give some personal help, guidance and mentoring
for a delegate.

Recent
pictures from a Modern Managers Development
Programme
delivered in Amman - Jordan.
Here
are some comments from Mark's courses:
"We
had a very productive training course. We had
a broad range of sales experiences in the group
& Mark did an excellent job of pitching at
the right level to meet everyone's needs. We enjoyed
the informal style of presentation & found
the group work interesting, useful & fun.
Our training event was very interactive and has
made an immediate impact on our sales team. We
have made significant changes to our sales processes
and techniques as a result of the training and
we are anticipating an increase in our business
as a result. I am happy to recommend MTD to any
organisation wishing to increase their sales successes
and should we need further sales training I'll
be coming back to you"
Ian
Wright - Commercial Services Manager - Aspire
Business Solutions
"The
sales course was dynamic and very beneficial.
I was struggling to make sales before but now
I feel really confident that when I get back to
the office I'll be able to improve upon my figures"
Grace
Mupfurutsa - Sales Liaison Manager - Churchill
London
"10
out of 10. The application of the techniques will
improve every aspect of my sales cycle as a whole.
All I can say is that at not one point of the
course did I want to be anywhere else, it was
engaging and fun. My idea of how education should
be!.
Jamie
Gow - Sales Account Manager - NJW Ltd
"The
trainer kept the subject matter fresh and made
it relevant to all participants. I specifically
liked the section on questioning techniques and
understanding the needs of my clients and then
presenting my product and services in light of
this"
Georgia
Hellend - CRM Manager - HCML Ltd
"The
course formalised selling into a process which
I could easily understand and pathed the way for
long term sales success. Mark was enthusiastic
(not overly so) and inspirational"
Paul
Callaghan - Sales Engineer - Ably Shelters
"Mark
was very good. The course was well presented and
very relevant to my role as sales director"
Paul
Getland - Sales Director - NJW Ltd
"Thanks
for the course, it was great. Rest assured, I
wouldn't have any problems recommending the course
to my fellow colleagues. I found it extremely
useful and thought provoking and thought the course
leader was a great facilitator and tutor"
Garry
Cochrane - Account Manager - Fine Ltd
"There
were no switch off spells as the course was excellent.
The presentation style was both friendly and humorous.
I now have a method of structuring my management
style and have a great understanding that different
people need to be motivated in different ways"
Bakhtiar
Hanan - Head Of Buying - Videogames - Toys R Us
CLICK HERE to make
an enquiry
John
Spencer-Ades

John
is a highly experienced trainer, coach, facilitator
and speaker who demonstrates enthusiasm, energy
and passion as well as subject expertise.
Bright, articulate and well travelled, John has
a wealth of experience that enables him to connect
with anyone and everyone, and his references are
outstanding.
With
a global track record of success, John will ignite
any training intervention, and delegates will
achieve their learning objectives in an enjoyable
fashion.
Internationally
experienced - John has worked in 23 countries
and has lived in the UK, Europe, USA, Canada and
South America.
Relevant
Qualifications:
- Certificate, Diploma and majority
of Masters Degree in Sales and Marketing Management
(MA) - Dissertation remaining.
- BA(Hons) Business Studies and
Catering Management.
- Diploma in Industrial Psychology
- Diploma in Performance Coaching
- Diploma in Life Coaching
- Accredited DISC practitioner
- Accredited ThirdEye practitioner
(MBTI derivative)
- Accredited Insights practitioner
and trainer
- Accredited TPI practitioner
and trainer
Relevant
Speaking Engagements:
- VisIT - Earls Court, Olympia
and NEC - Effective utilization of the flexible
workforce. Audience of 2500
- Microsoft Channel Partner Conference,
London - 2002 - The impact of accredited training
on staff retention. Audience of 200
- BHIO - 2004 and 2005 - Annual
Sales and Management Conference. Psychology
of Effective Human Interaction and Managing
Performance Management. Audience of 90
Previous
And Current Assignments include:
Panasonic
Management
development programme - developed and delivered
for Panasonic for their internal 'high flyers'
and 'rising stars' that was also sold on by Panasonic
to their own Clients (Panasonic run their own
commercial L+D centre), including Gillette, Westminster
Healthcare et al.
Mitsubishi
Electric
Sales,
Sales Management and Soft Skills development programme
(Presentation Skills/Time Management/Delegation
etc).
Cisco
Systems
(Pan
EMEA sales and sales management training)
Getronics
(Holland
and UK - Sales Training)
Telindus
(Paris,
Amsterdam and UK) - Sales Management Training
Association
of British Ports
Commercial
Negotiation Skills Progamme
Pirelli
Cables
Planning,
Organisation, Decision Making, Delegation, Time
Management, MS Outlook, Presentation Skills, High
Impact Presentation Skills.
Sanofi
Pasteur MSD
High
Impact Presentation Skills and Presentation Skills
for Executive Management.
Goldsmiths
Management
Development Programme
"We
will definitely want him back in the future"
"Our
trainer, John, was brilliant. We all had a great
day and enjoyed learning about personalities and
how to adapt this into selling. We all thought
the delivery was clear and we were given lots
of opportunities to ask questions and make the
training relevant to what we are selling. We will
definitely want him back in the future. 100% happy
customer"
Caroline Goouch - Sales Manager - Friends
Reunited Jobs
CLICK HERE to make
an enquiry
Graham
Yemm

Experience
After
graduating Graham began his working life in teaching,
before moving into sales. He sold successfully
to a wide variety of businesses and levels within
them. After a period on the road he moved into
personnel and training for a spell before moving
into Sales Management.
Following
several years here, he moved to the RMC Plc, as
Group Sales Training Manager where he was responsible
for developing a range of Sales and Management
programmes, primarily for use in the UK , though
many of them were used throughout the overseas
subsidiaries. Additionally, he became involved
in advising some of the Operating Companies on
their sales approach. This combination of training
and "internal" consultancy proved to be the catalyst
for his move from the Group. Whilst expanding
the role of this department within the Group,
Graham's interest in wider business personal and
management skills had grown - and in order to
satisfy it he moved into the consultancy arena.
During
his years as a consultant he has worked with a
variety of major companies in the U.K. , Europe,
USA , the Middle East and Russia in Sales, People
and Management Skills. He has worked with many
different organisations conducting both training
and consultancy assignments - ranging from professional
groups to pharmaceutical, financial institutions
to computer manufacturers and dealerships, leisure
and hospitality industry to telecoms. He has worked
with companies in different sectors: helping them
to develop their sales strategy; identifying the
most effective sales processes - and sales management
control systems; training sales management to
lead their teams and then designing and delivering
the suitable sales training. This can range from
fundamental skills, through consultative selling
to key account management and negotiation skills.
He
has also conducted "modelling" projects
for companies where he identifies very specific
attitudinal and behavioural aspects of the successful
people in a particular field, e.g. sales or customer
service. From this the company can improve their
recruitment and selection process and also make
their training really specific to match the skills
of the top performers. This can prove highly cost
effective.
Other
projects included designing and developing a product
sales training programme for roll-out to over
6,000 people in its initial phase for a major
IT company; a national "Customer Excellence" programme
for a retail bank and developing a sales strategy
and the sales training for bank into a new segment
which resulted in significant growth in revenues
ahead of competition.
Qualifications
Graham
is a Fellow of the Institute of Sales
and Marketing Management , a Master
Practitioner of NLP . He is an accredited
trainer for the LAB (Language and
Behaviour) profile programme - "Words
that Change Minds". Apart from working with his
own clients within Solutions he has also led courses
for the Chartered Institute of Personnel
and Development , MCE (Management
Centre Europe) and Middle East Management Centre.
He writes for various magazines about business
issues and also contributed to "NLP - Business
Masterclass" by David Molden . He has also featured
on the BBC Radio 4 business programme.
Sample
of clients worked with:
Compaq
HP
Vodafone
Sony
ANB
Saudi
Fransi Bank
Lloyds
TSB
ITS
DHL
Tracker
Network
Ericsson
NT
LRQA
Kuwait
Petroleum
ADCO
Janssen
Cilag
GSK
Johnson
& Johnson
Turkcell
British
Gas
BP
Recent
projects - sample
- Consultative
selling skills for Account Managers with a major
business services provider. Increase in customer
commitments and also on-selling of further services.
- Sales
directors, managers and key sales personnel
of a leading magazine publisher had a series
of Project Sales programme to help them with
developing extra revenues from various sources
and accounts.
- Sales
management programme for property company, improving
their management and leadership skills to raise
performance of their team members.
- Range
of sales management and sales development programmes
for service supply company with significant
increase in revenues.
- Negotiation
skills for service supply company with results
showing through improved margins and terms in
deals.
- Consultative
selling skills for company providing EAP to
organisations. Better targeting of clients and
increased conversion rates.
- Developed
sales strategy and sales process for bank to
sell wider range of financial services. Increased
revenues and penetration into target sector
and growth in all aspects.
- Worked
with sales strategy for IT company to move to
more Key Account focus, trained these skills
- with increase in market share and client retention.
- A
leadership and teambuilding programme for top
teams in a newly merged telecoms provider -
enhancing communication, teamworking and co-ordination
of new business and creating a more robust culture.
- A
leadership development programme for fast-track
group of young managers and executives of a
leading mobile telecoms provider, including
creating effective corporate culture.
- A
multi-modular management development programme
for an energy provider, for two different levels
of managers and supervisors. Increased productivity,
personal effectiveness and communication and
teamworking.
- Strategic
planning and change management workshop for
mobile phone operator. (Also carried out range
of sales training programmes for same client.)
- Effective
self-management skills for staff of a Chartered
Surveyors - improvement in delegation from top
partners, overall effectiveness and productivity,
more deadlines met, less work in evenings and
at weekends, new systems implemented to enhance
efficiency.
- Presentation
skills for Chartered Surveyors - much higher
confidence all round, good feedback from clients
about quality of presentations.
- Presentation
skills for pharmaceutical company managers -
feedback from senior and regional managers that
performances in key presentations noticeably
better.
- Corporate
culture project with international consultancy/service
provider to benchmark where they stand as start
of major change programme before moving in the
direction of the new strategy.
What
delegates say about Graham:
"Gives
me a whole new way of looking at what I do."
Account
manager, IT solutions company
"I
can look forward to making visits with my sales
team now. They will be more constructive for all."
Sales
Manager, Banking sector
"This
has helped to open my eyes about how to lead my
team more effectively!"
Regional
Sales Manager, Security industry
"Just
watch the results improve!"
Sales
Consultant, IT company
"Now
I feel as though I know what I'm doing!"
Senior
partner, consultancy
"The
best negotiation course I've been on"
National
Account Manager
"That
was really interesting - I can start using it
immediately"
Major
Account Manager
"We
are very happy with all you have done with us."
GM
Retail Banking
"Best
sales/management course I have been on"
Sales
Mgr, EMEA, marine engineering
"I
expected to be given some ideas and clear methods
on how to evaluate the sales management activity.
I now have fresh ideas and can look to changing
structures and processes."
Sales
Manager, services industry
CLICK HERE to make
an enquiry
Zoe
Cooper

Zoe
has over 15 years experience leading, training
and inspiring, top performing sales and service
teams. Her hands on approach and motivational
training techniques have gained her credibility
and respect in the corporate world. Zoe has designed
and delivered customer focused training solutions
for a variety of private and public sector organisations.
Throughout
her career, Zoe has continuously strived to evolve
and progress in the field of sales and service,
enabling organisations to meet and exceed their
customer's expectations. She has been a top performing
Outbound Sales Agent, Sales Team Leader, Call
Centre Manager, Training Manager and Competency
Manager.
Zoe
is an energetic and inspirational trainer. With
her consistent positive approach to life and flexible
and adaptable training style, she makes positive
connections with all of her delegates, providing
them with a safe and challenging environment to
stretch, grow and develop.
Zoe
is also an NLP practitioner and possesses the
skills and confidence to coach and train sales
and service performers and leaders at all levels
of competence and ability.
Zoe's
areas of experience and expertise are,
- Sales
and Service training and coaching
- Bespoke
in-house training design
- Mystery
shopping
- Sales
and Service coaching
- Team
Leader development
- Team
motivation strategies
- Call
centre consultancy
- Competency
frameworks
- Recognition
and reward systems
- Performance
management
- Personal
development coaching
CLICK HERE to make
an enquiry
John
Parker
John
has been involved in sales and marketing for most
of his working life, and is now a very experienced
trainer and coach. Internationally experienced,
john has worked for a number of companies across
a range of market places.
After
very successful years as a salesman, and having
won many top performance awards, John's career
progressed through the management chain to the
level of Sales & Marketing Director.
John's
motivational style of training and coaching is
based very much on 'natural' techniques of selling
and developing business, mixed together with a
touch of fun and good humour. Reports from his
clients confirm that this approach creates an
excellent learning environment, and always gains
maximum involvement from the sales people attending
his workshops and coaching sessions.
He
is a Master Practitioner of NLP, and incorporates
the most modern communication and influence and
persuasion techniques into his sales workshop
programmes. After attending his workshops sales
people are prepared to face their selling role
armed with the most effective tools possible to
achieve maximum results.
John
works at all levels, and his training and coaching
success can be judged by the number of repeat
training and coaching assignments his clients
ask him to carry out.
Client
list includes:
- National
Westminster Bank
- Ping
Golf
- CMS
Cameron McKenna Solicitors
- Manpower
- Evening
Standard
- The
Royal Bank of Scotland
- Allied
Pickfords
- The
Probation Service
- Birmingham
Midshires Building Society
- Surrey
Police
- Mail
Newspapers
- Ernst
& Young
CLICK HERE to make
an enquiry
Bill
Kellie

Experience
Bill's
wealth of practical experience brings realism
to his sales training. Delegates often feedback
how they will be able to apply the skills learnt
in any sessions to their own day to day activities.
With
a strong background in Sales & Sales management
he went on to become Managing director of two
businesses with a turnover in excess of £20 million.
In
business, Bill was often employed to turn teams
and businesses around and has achieved improvements
of over 100% in turnover and profit. An excellent
team builder and trainer with a commercial eye
on profitability.
He
is a designer of sales and sales management systems
with a strong presentational skills background
which has
been used to help companies prepare
for that "big" pitch.
He
has in the commercial world been responsible for
an inbound telephone sales call centre and delivers
regular telephone techniques courses which always
boost the confidence and skill levels of candidates.
Bill's
courses are delivered in a friendly and approachable
way with an infectious enthusiasm and always tailored
to your needs
Specialises
in
- Field sales
analysis
- Field sales
training & coaching
- Sales management
- Customer service..through
the customers eyes
- Telephone techniques
- Presentation
skills
Relevant
Background
- Worked in Sales,
both end user and channel
- Sales Management
running a national accounts team for a FTSE
250 plc.
- MD of two group
companies one of which handled over 3000 inbound
sales calls per day
- Training and
Development director for a PLC with over 3,500
employees
Recent
Projects
- Designed, created
& implemented a training academy whilst
training director
- Worked to create
a Sales Academy with external accreditation
of the sales force
- Worked on a
National sales conference delivering to 750
candidates
- Presented to
many large national accounts to win business
- Integration
of different sales teams to perform as one
What
recent delegates have said.
"Bill
has excellent presentation skills & a flexible
understanding of our specific requirements"
"Bill
came over as knowledgeable & friendly. He
explained some effective techniques for learning"
"Very
knowledgeable, made the topic fun & not boring"
"Very
nice guy came across friendly & easy to ask
questions. Made the training fun"
CLICK HERE to make
an enquiry
Brian
Perry

Brian
brings with him a wealth of sales experience and
is comfortable operating at effectively at all
levels of private and public sector businesses,
regardless of their size.
He
has helped Organisations, Teams and Individuals
to improve their performance by establishing not
just what needs to change and why but how the
changes need to be effected. One of the hallmarks
of his reputation with clients is his ability
to transfer skills to the team throughout the
implementation process.
With
his relaxed and pragmatic approach, he works with
Organisations to identify their vision for the
future and helps bring that vision into reality.
Brian
has significant experience of helping individuals
to take greater control of their personal development,
and has designed and facilitated a variety of
development events. He utilises a significant
range of feedback tools and is qualified to use
a variety of psychometric tests.
Client
list includes:
- Argos
- Exel
- Barclays
Bank
- Royal
Bank of Scotland
- Atkins
- Norwich
Union
- Primafruit
- Wakefield
Metropolitan District Council
- Huntingdonshire
Regional College
- King
Edward VI Sixth Form College
- Millview
Medical Centre
- Harrowby
Lane Medical Centre
- College
of West Anglia
- William
Blythe
Qualifications
and Affiliations.
Brian
holds the British Psychological Society Statement
of Competence in Occupational Testing (level A
& B) and he is an accredited user for Psychometric
Testing including:
- Myers-Briggs
Type Inventory (MBTI)
- Occupational
Personality Questionnaires (OPQ)
- Firo-B
- Occupational
Culture Inventories (OCI)
- Life
Styles Inventories (LSI)
- Strong
Interest Inventory and Thomas International
He
is a Chartered Member of the Chartered Institute
of Personnel and Development and holds their Diploma
in Training Management.
CLICK HERE to make
an enquiry
Nancy
Kazdan

Working
with Chairman, CEO's, Senior Management and Line
Managers, Nancy has consistently demonstrates
measurable results. Enterprises both mature and
start-up have received Nancy 's market driven
growth strategies, coaching and training including:
1.
32 Banking, Broking, Insurance, Retirement &
Investment organisations
2. 14 Technology and Media organisations,
3. 22 Small Businesses ranging from arts to manufacturing
in the United States, Australia, UK, Hong Kong,
Jakarta and Singapore.
Recent
projects include:
- Lifestyle
Financial Services business development coaching
and sales training for individual planners to
increase revenue with improved interpersonal
communication skills leading to improved telephone
cold calling skills.
- Deutsche
Asset Management Retail Sales Strategy, Interactive
CD & CRM Training & Development increasing
Funds Inflows with international equity and
hedge funds by $20m per month for 7 months after
the two day training program and on-going coaching.
- Deutsche
Equity Lending turnaround for sale including
book retention of $330M and created new sales
in six weeks of $39.8M leading to a total book
value of $369.8m. Including telephone scripts,
national advertising campaign, broker and financial
planning distribution strategy and implementation.
- Developed
business requirements for Deutsche Asset Management
Customer Relationship Management (CRM) Systems
(Siebel Systems) Retail Sales Measurement &
Management to track sales performance and deliver
management reports to manage and improve the
sales effectiveness.
- PricewaterhouseCoopers
strategy and sales development coaching and
training for new partners.
- JP
Morgan Ord Minnett Institutional, Private Broking,
Futures, Derivatives and Margin Lending sales
coaching, training, differentiation strategy
and business planning for 570 brokers with an
increase in revenue of 20% in 10 months.
- Created
a web based Client Retention & Marketing
Strategy Planning documents and a Client Satisfaction
Survey for Financial Wizdom Advisers to asses
client satisfaction and develop recommendations
to improve their business and win new and current
customer business.
- St
George Banking Corporation Customer Wealth sales
and interpersonal coaching and training for
150 Financial Planners.
- St
George Customer Wealth Financial Planner cross
selling risk insurance products - term life,
TPD, business expenses, income protection, trauma.
|