Company:

- Global Online Brokerage Firm

Type of Business:

- Financial Analysis and Investment

Objectives:

- Increase ratio of “high net worth” investors
- Shorten sales cycle on “high net worth” clients
- Transition sales managers to sales coach.

Scope:

- Develop and implement sales process/sales cycle changes
- Enhance sales coaching skills
- Increase sales management competency skill level
- Follow-up on implementation

Result:

- Significantly increased “high net worth” client base