Financial Marketing Organizations

Your marketers. recruiters, and advisor support teams have tough shoes to fill. They need to be responsive to your advisors as well as proactive. They need the skills to provide service and recognize opportunities to sell advisors on the benefits of working with your firm.

Telemasters will help your FMO sales and service staff to proactively manage every call and view every contact with your advisors and potential advisors as an opportunity to grow your business. We will teach them to effectively control their calls, profile the advisors they talk with, gain commitment, and set clear next steps.

Selections from actual recordings of industry sales calls are used to reinforce the best practices of all types of call scenarios. Participants leave the workshop prepared and empowered with tools to handle their most challenging calls with confidence. Ask us how we can shape a program for your specific goals.

The Telemasters foundational training programs are available in a variety of formats to meet your organization’s needs.