Scott Paczosa, Chuck Peruchini

Selling Professional and Financial Services Handbook (eBook, PDF)

• Format: PDF

Produktbeschreibung

An effective strategic framework for successful face-to-face selling for financial services industry professionals Times are very tough for people who sell professional services and Selling Professional and Financial Services Handbook offers a new solution proven in practice. The book describes methods the authors have used and taught since the 1990s, most recently at a major consulting firm, where they led a Global Business Development team to revenue gains of 500% over six years -- in a period that included the recession of 2008-10. The solution is not any new twist on face-to-face selling techniques or the art of persuasion. It's a strategic approach built around a simple fact: the markets are tight but far from static. Even with lean budgets, client companies must respond to urgent changes and emerging threats in their industries. Thus they will buy services from the sellers who can help them detect, understand, and cope with what's coming their way. This handbook outlines a systematic way of becoming such a valued resource. Readers learn to scan the horizon for early signs of "rock-ripple events." Major changes in the business world often spring from new developments that are little noted or heeded, at first, by the client companies soon to be affected by them. But like a rock dropped in a pond, these events set off ripples that sweep through entire industry sectors, creating must-have service needs. The book is written for everyone who sells, or is responsible for selling, professional services. This includes but is not limited to: law firms, consulting firms, finance industry, public relations, engineering, and architectural services. Readers who can benefit from the dynamic approach hold a variety of positions. They include: * Attorneys, consultants and other practitioners who must sell their services as well as execute. * CEOs, equity partners, practice-area leaders, functional and divisional leaders * Private Equity or Venture Capital executives * Sales or business-development professionals, from entry level to senior level * Sales and marketing managers But the book is for sellers in every category who need a new and better approach to selling. Many, even the most skilled, simply have not adjusted to the new normal of today's economy. They persist with old strategies that cannot be as productive as they once were, such as pursuing one-off opportunities (which are too few and too hard to win in lean times) or old-style "relationship selling" (which gains little if any traction). Selling Professional and Financial Services Handbook gives all such readers a new strategic framework within which to apply their face-to-face selling skills. It is an approach that puts them in position to win -- so they can sell from ahead of the game, instead of struggling to keep up with it.

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Produktdetails

• Verlag: John Wiley & Sons
• Seitenzahl: 192
• Erscheinungstermin: 11. November 2013
• Englisch
• ISBN-13: 9781118728093
• Artikelnr.: 39997917

Autorenporträt

SCOTT PACZOSA is a Managing Director in the Chicago office of Navigant Consulting, Inc., with a global leadership role in strategic initiatives, identifying emerging issues and developing strategic responses to breaking market developments. Mr. Paczosa has spent over twenty years coordinating a wide array of services to clients from Fortune 10 corporations to law firms, and across numerous industries including banking and finance, healthcare and pharma, energy, insurance, steel, and transportation. These services have included investigative and litigation services, expert witness testimony, restructuring, valuation, strategy, M&A, performance improvement, due diligence, compliance, and innovative risk-reduction. He frequently works with corporate executives and attorneys from leading law firms to develop innovative solutions for complex issues, both in domestic and international markets. Mr. Paczosa has been intimately involved in developing the firm's approach to assisting clients impacted by the turmoil of the credit crisis. Mr. Paczosa has also been heavily involved in the data breach, healthcare, antitrust, white-collar, mortgage servicing, securities initiatives, and key account program to name a few. CHUCK PERUCHINI is a Managing Director in the Chicago office of Navigant Consulting, Inc. He has sixteen years of experience providing clients with a range of financial advisory services, such as litigation support, valuation, restructuring, and investment banking services. At Navigant, Mr. Peruchini is focused on developing innovative strategic initiatives. Working with practitioners across the firm, he applies the strategies depicted in this book to translate emerging issues into innovative solutions for clients' most pressing needs. Mr. Peruchini is an inaugural inductee into Navigant's Client Service Hall of Fame.

Inhaltsangabe

Preface xi
Acknowledgments xiii
A New Way to Sell 1
Chapter 1 Changing Times, a New Dimension: The Rock-Ripple Strategy 3
It's All about Recognizing Change 4
What the Man on the Doorstep Did 6
Sense the Wave, Trace the Ripples 7
The Rock-Ripple Effect 9
Chapter 2 Fields of Vision, New Relationships: On Being a Guru 11
What Doesn't Work; What Does 11
Building Guru Status 13
Creative Solutions 14
What's Next? 16
Chapter 3 The Four-Stage Process: Why and How It Works 17
Why the First Mover Wins 17
Getting Started, from Wherever You May Currently BE 21
How the Stages Work 22
Stage 1: IDENTIFY
Chapter 4 The Identify Stage: What to Look For 33
The Industrial Mindset 33
Defining and Thinking about What to Look For 35
Experiments in Mind Stretching 38
Drawing Parallels 40
Chapter 5 The Identify Stage: How to Look Systematically 43
The Entrepreneurial Mindset 43
Putting Yourself in the Path 44
Tapping the Internet 44
Tapping Human Intelligence 46
Narrowing Down and Homing In: How the Identify Process Comes Together 47
Moving On 48
Stage 2: EVALUATE
Chapter 6 Intro to Evaluation: Basics and the First Step 53
The Process: First Things First 54
Lost in Space 56
Other Possible Outcomes 56
Numbers versus Judgment 57
Moving On 58
Chapter 7 Deeper Evaluation 59
Evaluation Points 59
Getting to "No" 63
A Note on Strategy versus Sales Skills 65
"Yes," Plus Continuous Improvement 66
Every Step Counts 68
"Yes" Plus One for the Portfolio 68
Stage 3: INNOVATE
Chapter 8 Innovation and Preparation 73
Where You Stand in the Process 74
Innovating the Solution 74
The Multilayered Benefits of Innovation 76
Innovating the Campaign 77
Building the Package for the Sales Force 78
Background Materials 79
Targeting 80
The Message and the Talk Track 81
The Professional Team and Qualifications 82
Chapter 9 Top-of-Mind Awareness Tools and Launch 83
Parallel Marketing Efforts for Persistent Issues 85
Targets, Tracking, Reporting 86
The Launch Call 86
Stage 4: DEPLOY
Chapter 10 Transforming How You Sell: What's New, What Isn't 91
A Game Plan, Not Basic Coaching 92
What You Are Setting Out to Do in the Deploy Stage 93
Transformation, Not a Blitz 94
Chapter 11 Steps to Full Deployment 97
Tracking, Refining, and Extending the Initiative 97
What's Next, What's Next? 99
Initiatives May End, but the Process Doesn't 100
Building Relationships with Content Tools and Events 101
Selling to Both Sides of the Client 103
Roundtables and Other "Scale" Outreach Events 105
Keep It Simple 107
Extending Relationships into Other Initiatives 108
The Multiplier Effect and the Small-World Effect 108
Indirect Sales: The Ultimate Payoff 109
Chapter 12 Hunting or Farming? It's Both: An Approach for New and Existing
Clients 113
The Downsides of Account-Centric Farming (and Why Rock-Ripple Is Superior)
115
Efficiencies on the Hunting Side 118
Where the Differences Come In 119
Indirect Sales: The Big Difference 122
Chapter 13 Where to Go from Here 125
Boarding Call: The Destination, the Ticket 126
It Always Starts with What's Next 127
Implementing for an Individual 130
Implementing across a Team 132
Implementing across a Firm 136
What's Next? 137
Appendix A: Books for Further Reading 139
Appendix B: Strategic Initiative Checklist 143
Appendix C: Key Concept: ROCK-RIPPLE 149
Appendix D: The Four-Stage Process 153
Appendix E: Idea-Starters and Tools 159
About the Companion Website 165
About the Authors 167
Index 169