Effective Financial Advisors through Client Needs Focus - Assignment Example

Prospecting – it was seen that the major problem of the new advisors was lack of prospects to do the presentation and it was seen that they need to be trained on this area to make them more productive agents This training program shall be interactive so as to ensure participation of all and to meet the needs of as many as possible. In all sessions, there will be feedback and question and answer session. Also, the more experienced sales managers will also be incorporated into the session to give real-life practical situations.

Mock reality sessions will also be used to help the participated to appreciate the pieces of training. This training program is mainly for a financial advisor, sales managers, and sales business support officers as these are the individuals that they interact with the company’s clients and drive the sales turnover the company and in turn, affect the profitability of the company Assessment will include two papers on the last day one written and verbal presentation including mock presentations to evaluate to the extent to which the advisors achieve the expected learning outcomes.

Immediate feedback and evaluation shall be given for further continuing.