DPL Financial Partners welcomes Jackson to RIA insurance network

888.327.0049

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For Carriers

Sales Training

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The traditional wholesaling methods of frequent office visits, buying meals, going to ball games and playing golf can prove challenging in the RIA channel. Unlike their broker counterparts, RIAs are not looking for sales ideas, they are seeking education, ways to address client needs and deliver consumer value.

Our team of sales professionals have decades of experience in the RIA channel and can train your staff to be effective in this unique marketplace by teaching:

  • How a RIA firm works
  • Language and terms used by RIAs
  • How to use technology to effectively sell
  • Understanding RIA market segmentation
    • Different practice types
    • Regional differences
  • How to sell against competitors
  • Means of highlighting your product features in ways that communicate benefits to RIAs and their clients

Take your sales training beyond traditional "needs-based selling" and receive instruction tailored to your business by professionals who understand the marketplace. We can work with your team in a variety of ways:

  • Classroom for larger groups
  • One-on-one individual coaching
  • "Train the Trainer"
  •  Process and message review and audit

Contact Us

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888.327.0049

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an appointment

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EMAIL

contact@dplfp.com

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2001 Stanley Gault Pkwy. Suite C • Louisville, KY 40223

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© 2019 All Rights Reserved, DPL Financial Partners

DPL Financial Partners does business in the state of California as DPL Insurance Solutions under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120 ・303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA's BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.

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