Sales Force Management in the Financial Services, 2nd Edition

Paul Bates

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Sales Force Management in the Financial Services (SFM) is a playbook for line management functions throughout the financial services sector around the globe. Written by Canadian executive Paul K. Bates, the first edition, published more than a decade ago, has been purchased both by individuals intent on improving their sales management skills and by financial institutions that wish to bring a standard process and sales management language to their environment. SFM details the consumers approach to buying financial services and maps the sales process to the consumer, and dovetails sales activities into the stream of daily activity. SFM is a desktop reference handbook that covers the entire sales management value-chain, from planning, to staffing, goal-setting, coaching, activities-management, relationship-selling, reward and recognition. The retail financial services industry enjoys broad thinking, analysis and innovation in the creation of value, with a resulting strong understanding of emerging business drivers. The race is on to grow margins while truly enhancing the consumer experience. In the end, though, creating a customer value proposition that is identifiable, sustainable and trusted, all comes down to the effort and integrity of the folks who work at the sharp end, and this translates to a stronger than ever need for resilient, pragmatic, results-oriented line managers who are skilled in developing and executing winning business development programs, in a world that lives in Internet time. Sales Force Management in the Financial Services equips you with the line-management tools to succeed.

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Practice Area:
Banking and Finance Law,Taxation Law


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