Sales: Selling Financial Products and Services – Meridith Powell

Financial services sales representatives face a set of unique challenges. They sell intangible products or services that involve an element of risk. To succeed, you need to build trust and connect your services with your clients’ needs—and their dreams. This course helps you approach the financial services sale in a way that inspires your client’s confidence and helps them realize their goals. Learn how to understand the importance of your role, engage financially active customers, and match products to their needs. Business strategist and instructor Meridith Elliott Powell also helps you have great sales conversations and create relationships that last a lifetime.

Meridith Elliot Powell is an award-winning author, keynote speaker, and business strategist.

With a background in corporate sales and leadership, her career expands over several industries including banking, healthcare, and finance. Meridith worked her way up from an entry-level position to earn her seat at the C-Suite table. Voted one of the Top 15 Business Growth Experts to watch by Currency Fair, Meridith is a Certified Speaking Professional, a designation held by less than twelve percent of professional speakers.

She has a cutting-edge message, rooted in real-life examples and real-world knowledge. She is the author of four books, including Winning In The Trust & Value Economy (a finalist in the USA Best Book Awards) and her latest Own It: Redefining Responsibility-Stories of Power, Freedom & Purpose about how to build cultures that inspire ownership at every level to create profits at every turn. Meridith writes, speaks, and is passionate about helping her clients understand everything they need to know about how to make this economy start working for them.

High energy and highly interactive, Meridith’s keynotes, workshops, and innovative coaching programs help leaders and business owners learn the new rules of success today, including how today’s economy has changed, how that has changed today’s customers and employees, and specifically how that impacts your business.
In her highly engaging keynote-speaking sessions, Meridith shows her audiences how to attract more business, retain top talent, and leap into position to win in this new economy. No walking on coals, no breaking boards, just real-life strategies you can put into place first thing Monday morning.