Practice Management
The Art of the Answer
Invesco Global Consulting teamed up with RFP expert Marina Edwards providing strategies to win RFP opportunities for retirement plans.
Personalities can undermine your sales efforts unless you know how to turn personality conflicts into personality connections. “T.E.A.M. dynamics” is designed to help financial professionals understand their own — and others’ — core personality types.
The program includes a keynote speech and four workshops. In the keynote, the goal is for attendees to learn their personality types, how clients and prospects perceive them, and how to bridge the gap between their personalities and those of their clients.
The first workshop focuses on recognizing personality types through verbal and non-verbal cues. The second workshop presents critical sales modifications for each personality. The third workshop centers on successfully motivating and managing conflict with each personality. Finally, the fourth workshop is designed to help cultivate referrals using personality types.
The Art of the Answer
Invesco Global Consulting teamed up with RFP expert Marina Edwards providing strategies to win RFP opportunities for retirement plans.
Changing the guard
Invesco Global Consulting shares a research-based communication strategy designed for acquiring and retiring financial professionals.
Weekly strategy meetings
Weekly strategy meetings may help financial professionals enhance and refine their practices.
To learn more about Invesco Global Consulting services and resources, you can contact us here.
“T.E.A.M. Dynamics” is based on research conducted by Mitch Anthony, Advisor Insights Inc., and JAM Consulting. Invesco Distributors, Inc. is affiliated with neither Mitch Anthony, Advisor Insights Inc., nor JAM Consulting. Used with permission.
This material is for illustrative, informational and educational purposes. We make no guarantee that participation in this program or utilization of any of its content will result in increased business for any financial professional.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
Note: Not all products, materials and services available through all firms. Financial professionals should contact their home offices.
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