Sales: Selling Financial Products and Services
By: Meridith Powell
Skill Level: Beginner + Intermediate
Duration: 42m 33s
Released: April 20, 2018
- 1. Why Financial Services Sales Matters
- 2. Your Role as a Financial Services Sales Professional
- 3. Financially Active Customers
- 4. Selling What Customers Want
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.