Financial Services Sales Management Solutions

Selling Financial Services is challenging in today’s changing competitive landscape. It’s no longer good enough to depend on cold calls or referrals for getting more leadsAnd with more and more leads coming from content and social media marketing, how are busy advisors to decide which leads, clients, and referral sources are most valuable to invest business development efforts in?

Female financial advisor reviewing documents

Sales Acceleration Platform for Financial Services

The PipelinePlus sales acceleration platform helps busy financial services professionals easily and efficiently manage leads, so they have more time to focus on servicing existing clients. The software solution guides advisors through identifying and nurturing the most valuable prospects and clients in their sales pipeline, accelerating their sales. 

Business development leaders use Pipeline’s powerful dashboard software to track advisors’ business development progress and to view data to help inform strategic marketing and business development decisions.  

Financial Industry Leadership Coaching

Financial services sales team managers optimize their team’s business development efforts by engaging with our leadership coaching experts. Our experienced industry coaches teach growth strategies, selling methods and advisor motivation processes that will keep business development top-of-mind with busy advisors.

Financial Services Industry Specific Resources

Download Now - 6-step guide to Successful Business Development in 2022
2021 State of CRM at Professional Services Firms - Key Takeaways