Financial Services & Advisor Sales Training

 

Financial services sales training teaches advisors, bankers and relationship managers to run advisory conversations that grow assets and deepen relationships while staying inside regulatory limits.

Representative Financial Services Clients

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Advisors are being asked to grow assets and stay inside compliance limits with the same conversation

Referral-based growth is slowing as clients consolidate relationships with fewer institutions, which puts pressure on advisors and relationship managers to proactively expand the accounts they already hold instead of waiting for introductions. Every advisory conversation also has to survive compliance review, which most sales training ignores until an advisor is told after the fact that something they said can't be repeated. Deepening a client relationship and documenting a compliant recommendation are not the same skill, and training that treats them as one tends to produce advisors who are good at neither.

Here at SBI, we work with industry-leading financial services companies to turn advisors and relationship managers into top performers and trusted advisors.

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Shaped Around Your Compliance Framework, Not a Generic Advisory Script

Compliance requirements vary by license type and institution, so no two financial services programs look the same. SBI works with your compliance team before content is finalized, and role-plays are built around the actual products, disclosures and client segments your advisors handle every day. Our training programs are personalized for your organization from the first session.

What changes after financial services sales training

Advisors and relationship managers get one conversation that grows assets and survives compliance review, instead of two skills that pull against each other. Training is built on your own suitability language, your product set and the review process your team works inside. Managers get the coaching cadence that stops a compliant conversation drifting back into a product pitch.

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Licensing for In-House Training

If you have a large sales organization, an internal training department or are rapidly growing, our Financial Services and Advisor Sales Training programs can be licensed and delivered using your own facilitators. Under our flexible, cost-effective license terms, you can customize, repurpose, and deliver the curriculum whenever and as often as you like. SBI also supports your internal trainers with a Train-the-Trainer certification program on how to deliver this program, including how to facilitate our programs virtually. customized to your market.

SRG Selling Power - Top Sales Training Companies 2024

Leading financial institutions trust us to train their sales teams because they know...

SBI trains advisors, bankers and relationship managers at firms including LPL, FactSet and Kemper. Selling Power has ranked SBI in its Top Sales Training Companies list from 2010 to 2026, a 17th consecutive year.

Schedule a Consultation

Isn't it time your whole team was consistently making quota?

Schedule a consultation. We'll contact you within 24 hours (or on the following business day)

We'll show you how to turn them into top performers.

Frequently Asked Questions

Crescent Bank

Crescent Bank

Crescent Bank trained its team with SRG, and even its most experienced sellers were receptive and eager to apply what they learned.

see the full case study

MoneyGram

MoneyGram

MoneyGram found the value of the program worth the time and expense invested, from the pre-work through the follow-up.

see the full case study

Factset

FactSet

FactSet calls SRG a people-first firm that takes the time to build genuinely relevant programs for its clients.

see the full case study