New Financial Advisors +
Target Marketing +
High Impact Appointments +
New Client Acquisition +

Improve Advisor Productivity

Sequoia OnDemand is an innovative online solution that provides both sales managers and their advisors with an effective resource for continuous professional development. This subscription service utilizes a combination of Video, Audio and other Electronic Media to convey best practices and tools that help financial sales professionals successfully implement proven ideas into their business.

Online Development Topics Include:

  • Applying 80/20 Client Segmentation
  • Recognizing Ideal Clients & Opportunities
  • Converting High Potential Clients & Prospects
  • Implementing a 4-step Referral Proces
  • Leveraging Time & Resources
  • Focusing on Quality High Impact Activity
  • Developing Prepared Questions
  • Utilizing Proven Interview Techniques
  • Communicating with Influence
  • Gaining Clarity, Comfort and Commitments

Sequoia OnDemand

  • Proven Best Practices
  • 80/20 Client Segmentation Software
  • Development Tracks
  • Coaching Webinars and Tools

Schedule Your Free Demo

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