
The Strategy Process Covers

- Dissecting the vital behaviors of Advisors
- Understanding the customer’s decision making styles and strategies for alignment.
- An understanding of your own personal sales strategy roadmap and biases.
- The value of framing a strategic idea and declaring its strategic significance.
- Developing a pre-call conversation roadmap.
- Understanding the role of discontent and dissatisfaction in the sales process.
- Recognizing the unconscious laws of influence and sales effectiveness.
- Utilizing the unique power of stories & social proof in communication.
- Understanding your own personal roadmap and when you are at your best.
The Process
- Step 1: Discovery (Advisory Scan)
- Step 2: Custom Strategy Meeting & Design
- Step 3: Customer Integration
- Step 4: Engagement with Customer
- Step 5: Coaching and Reflection
Strategic Influence Benefits:
- Transform everyday sales calls into elevated strategy meetings while moving to proposal.
- Create a strategic sales organization which escalates client relationships and delivers value
- Improve senior management engagement strategies while improving strategic alignment during all business meetings
- Embed a sales philosophy where clients understand the vision of the organization and their authority within their business.
- Develop impactful engagement skills recognizing the vital behaviors of value creation.