
This video introduces the scope, outcomes and alternative learning approaches of Securities Edge, and explains the best approach to maximising your skills development in minimum time.
The video talks you through the core skills needed to gain the attention of a cold call prospect, and provides examples of how the roadmap works in conversation. The optional accompanying book (Book 1 - Programmed Assimilation) is a personal learning version of the videos. You can use it as a companion to the videos, or as a way to review. Or you can ignore the course videos and just work through the book, which is an interactive PDF so if you access it on a laptop or desktop you can type in your answers.
Programmed interfaces (role plays) guide you through case study conversations in which you must apply the access skills to make progress. The books contain instructions. You can do a role play on your own, or with a colleague or friend. The "A" books contain briefings for you as the salesperson. The "B" books contain briefings for the client interacting with you. Books 2 A&B deal with selling Fixed Income; books 3 A&B with selling Equities; books 4 A&B with selling derivatives. They are interactive PDFs so if you access them on a laptop you can type in your preparation. On a mobile the interactivity is unlikely to work well.
How to apply the skills of Access to an actual cold call with a prospect on your call list. You can follow the format either in the video, or in the Account Applications section of Book 1.
The core concepts in persuasive communication which you will encounter in sales meetings, and how to deal with them. You'll be using these concepts as you progress through later modules.
Introduces the Account Applications exercise for Core Concepts. You can follow the video to complete the exercise or use the relevant section of Book 1.
Once the prospect has agreed to give you some attention, how do you use probing to control the discussion, establish relevant client needs, and move toward closure?
Start to establish the components of a strong sales case.
Apply the skills to an actual prospect that you are planning to sell to.
Want to gain the ability to close more sales in just a few hours? Securities Edge is not just a “how to” course that presents the theory, it is an interactive process during which you actually develop powerful persuasive skills.
Distilled from the in-house sales performance workshop run in financial services companies around the world, Securities Edge gives you mastery of professional persuasive communication in only 4-8 hours.
The securities operations of a major global Swiss bank had static revenue growth for years, and was consistently near the bottom in comparative client satisfaction surveys. I implemented Securities Edge as a core driver of an organisational development initiative in Zurich, then London, New York, Tokyo, Singapore, the Caribbean and Latin America. Within 18 months revenues had tripled worldwide and they had shot to the top of the customer satisfaction table. Sales professionals saw bonus payments go through the roof. The reputation of the programme then took it into other companies around the world.
The core skills course is now available to you online for a fraction of the corporate fee. Now you can gain the persuasive skills to ramp up success in your career - and the rest of your life.
You’re a sales professional, a deal-maker, an account executive, working every minute of every day to grow your client base and increase sales. You sell equities, fixed income, derivatives or other financial products and services. You pitch financial institutions, corporate investors and HNW individuals. You work a lot by phone or by Zoom, Teams or Skype. Each sale is potentially huge. It’s a high-stress, noisy, no-time-wasted environment. How do you cut through, stand out and succeed?
In Securities Edge, you’ll be systematically guided through proven conversation processes. You'll work through examples drawn from actual securities sales conversations. You’ll understand what works, what does not, and why. Most importantly, you’ll actually develop these vital persuasive communication skills and apply them to your own clients or prospects!
The course maps out the most effective routes to persuasion in sales conversations, from the cold call to the close. You’ll learn to be surgically efficient and laser-focused, while building empathy.
Securities Edge is a master class in cold calling and closing! You’ll develop the skills to:
structure a sales conversation for maximum impact
access, build a case and close
turn doubt to advantage
eliminate disinterest
overcome objections!
You can use Securities Edge to add power to a hard-sell – but more often you’ll find the skills help you turn challenging sales calls into efficient, professional relationship-building experiences.
The course is made up of:
26 video lessons (short and powerful - totalling less than 4 hours).
7 guided account applications exercises
30 optional programmed interface role plays
a supplementary 262 page interactive skill-building workbook
Enrol in the Securities Edge course now, and instantly start growing your sales!