Negotiating in the Financial Industry

How to Cross Sell, Up Sell, & Negotiate High-Profit Deals

Financial professionals are constantly confronted with the need to negotiate well - from transactions which are directly linked to the revenues and profits of the organization to internal situations such as salary negotiations or a need to convince others to take a course of action.

All of these are calls to negotiate.  Failure to negotiate well creates frustration, short changes the customer, and can result in significant lost revenue for the institution.

This program teaches participants to cross sell, up sell, and negotiate high-profit deals in highly competitive markets.

It addresses special negotiation challenges faced by financial professionals with an emphasis on negotiating:

  • High rates while sustaining great customer relationships
  • Additional business in highly competitive situations
  • Large and seemingly insurmountable gaps between parties

Each engagement is customized to your organization's needs but your program can include any of 28 highly interactive modules.