Our Services

If you are looking to establish or expand your presence within the financial services marketplace, let us help you penetrate markets including:

• Broker Dealers

º Global / National
º Regional
º Independent

• Registered Investment Advisors

• Mutual Fund Companies

• Life Insurance Companies

• Banks

As you no doubt are aware, the lifeblood of any business is a healthy flow of leads. Using our network we can establish a lead flow process for your existing sales team, or we can carry the sales process through to completion. Either way you can be assured of sales acceleration, driving additional revenue to your bottom line.

Beyond the Network

If your firm's core competency isn't sales or marketing you can look to Professional Sales Resources to manage those responsibilities for you.

For startup firms we offer a complete sales process - from strategy to implementation - based on our consultation with management to determine specific needs, goals and objectives.

For established firms we offer a host of valuable solutions, including:

Sales force evaluation

We’ll provide an assessment of your firm’s overall corporate selling effort. This evaluation process will help measure whether your selling effort is on target with respect to the goals you established and also provides strong clues of where and how it can be improved.

Sales team construction

Looking to build a high performance sales team? We can help you reduce the risk of hiring the wrong sales people. We can help you make better choices and be more discerning about the candidates you consider. With our methods you will simply make better candidate selections.

Sales management support

Sales managers are the critical link in increasing sales productivity; they drive a company’s growth. They create the environment in which your sales people perform and play a critical role in creating structure in the sales process. Whether you need us to act in a sales management role or work with your current sales management team we guarantee delivery of sound methodologies for planning sales activity and using key performance indicators for managing the selling process.

Sales force and management processes

Building the sales process takes a certain level of expertise. With our background and experience in the sales process we can develop and implement a total sales planning and management system. You can look to us to help you seize opportunities and win more key sales in the strategic account planning and management process.

Sales force automation

Managing your client database, sales pipeline, lead generation process and the measurement and tracking of sales performance is no longer a pen and paper, manual process. Our SFA experience can help you choose the right system and establish the right process, enabling you to maintain a SFA platform.

Compensation analysis and strategies

Your sales force will often determine how well you are regarded within your marketplace. Your sales force takes an active approach to getting the message out about your products and services. How effectively your sales team markets your company, and in turn, how successful you will be, can be directly related to your sales compensation program. We can provide a sound sales compensation package enabling you to focus sales activities towards desired results, and reward these outcomes with compensation tied directly to the level of achievement.

Feel free to browse our site and contact us with any questions you may have.