Professional and
Financial Services

Sales, leadership and customer service training for insurance & financial services professionals.

Professional Services Industry Challenges

Non-selling professionals, bankers, insurance agents, and financial planners need sales skills to develop their portfolios and grow their income and influence based on revenue generation. At Sandler, we help you overcome the stigma of selling and develop no-pressure prospecting plans to sell more and sell more easily.

We help driven professionals who are looking to:

Get in front of and set appointments with enough of the right people.
Make connections and start more interesting sales conversations.
Close deals without discounting and sell at premium prices.
Sell more and get more warm referrals.

Sandler Works in Professional Services!

We have served sales, leadership, and customer service professionals from thousands of organizations, with millions of participants, around the world for over 50 years. We have developed specialized programs and published books for the financial services industry.

We help professional firms:

Find more of your ideals clients and start no-pressure conversations.
Build trust through an open, honest exchange of information.
Negotiate win-win deals with mutual respect and equal business stature.
Meet and exceed your sales and profitability goals!

Selling Professional Services

Must-have information for law firm partners and other professional service providers. "Business development," "practice development," "client retention…"- no matter what you call it; you need sales skills to do it successfully!

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At Sandler, we help you overcome the stigma of selling and develop
no-pressure prospecting plans to sell more and sell more easily.

Connect with us

Professional Services Training

We offer specialized programs designed to introduce, develop, and master the best practices for business development in professional financial services.

New Advisor Launch Accelerator

The only comprehensive online training curriculum of it's kind in the financial services, insurance or banking industries, specifically targeting a brand-new advisor to get off to a quick start.

Professional Services

We’ll help your firm create a business development plan that is as effective as you are at delivering your expertise.