Selling into Industries: Financial Services

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Free Online Course: Selling into Industries: Financial Services provided by LinkedIn Learning is a comprehensive online course, which lasts for Less than 1 hour of material. The course is taught in English and is free of charge. Upon completion of the course, you can receive an e-certificate from LinkedIn Learning. Selling into Industries: Financial Services is taught by Lisa Earle McLeod and Elizabeth (McLeod) Lotardo.

Overview
  • Learn how to sell to financial buyers who require a clear ROI and have to address multiple priorities.

Syllabus
    • Welcome
    • What you should know
    1. Setting Yourself Up for Success
    • The money loop
    • Industry trends
    • Craft a financial narrative
    • How to read an annual report
    2. Tailoring Your Approach
    • Identify your buyer
    • Your client's customer
    • Show you're prepared
    3. Creating Urgency
    • Codify your value
    • Tap into industry deadlines
    • Leverage competitive differentiation
    4. Closing the Deal
    • Proposals and contracts
    • Adapt to change
    • Prove an ROI
    • Build trust
    Conclusion
    • Next steps