You knew you were going to do investments.  You heard that you were going to do financial sales.  You just didn’t want to believe that you are now a SALES person.

Hate it or love it, we will share with you techniques and secrets on your way to achieving quality financial sales.  The sooner you start accepting you are a SALES person, the sooner you will be a SALES person.

We are here to help.  The best way to learn is learn sales is to use the most popular techniques.

5 Popular Sales Techniques

Would you like to buy?


Would you like to invest?


This is great investment product.  You should invest today.


Why don’t you do it?  Many others are doing it.

No.  It’s ok.

You are going to miss a great opportunity.  You should do it today.

Thanks.  I will skip it.

Now we know it is not going to work.  But you will be surprised that most or everyone ask these questions.  Now the person look stupid doing that.  Think about it, if the product is good, isn’t it like selling iPhone or iPad?  Wouldn’t it simply be asking: do you want to get a iPhone today?

Now those questions doesn’t seem to be stupid after all.  Why is it that iPhones, burgers, coke don’t need selling?  Why is it opening a bank account doesn’t need selling?  Why is it that you have to sell investment products?

It’s simple.  No one pays a big commission for selling iPhones, burgers or coke.  Few banks pay you for opening bank accounts for clients.

It is all in the distribution network.  If a product needs a little pushing to be sold, then a commission scheme works.  If a product sells by itself, why should a commission be made.


Investment Sales

This sets the tone for investment sales.  Investment products is not a need.  It is not necessary for most people.  A customer going into an investment takes a risk on his money – that it can go up or down.  He can’t control it.  Neither can you.

The art of selling is in the science

Selling without Selling

Sales Management

5 Popular Sales Channel

  • Existing clients
  • Walk-ins
  • Referrals
  • Cold Call / Warm Leads
  • Roadshows

Sales Quotes

An objection is not a rejection; it is simply a request for more information

~ Bo Bennett

Sales Quotes

  • People often say that motivation doesn’t last. Well, neither does bathing – that’s why we recommend it daily – Zig Zaglar