Financial Institutions Training
Financial Empowerment Courses
Help Class for Financial Institutions
Cosgrove Financial Services LLC., has created a different spin on sales. Working in Retail Banking for the last 25 years, Richard Cosgrove attained his success and met all his sales goals without selling to 1 client. He removed the word SALES from his vocabulary and the vocabulary of many of his subordinates while replacing it with the word HELP. When you help a client and come from that place the trust building has a much higher success rate.
Cosgrove FS has developed a simple account review that consists of 7 basics of an account review designed to provide knowledge to the client, build trust, and insure your client’s assets are protected & fully insured.
Why don’t Bankers have more appointments? Because they don’t know what to do with the client when they arrive. Its that fear of not knowing what to do that gets in the way. Typically, a banker will go straight to a product or service a client doesn’t need to boost sales. This method usually has an adverse effect on the client relationship. Using this 7-Step process will increase sales through helping more clients.
