ATP Online and In-person Training Workshops
Connect sales and marketing learning, together.
Raise the bar with financial sales & marketing workshops
Sales and marketing is no longer linear. Today's financial professionals must be able to stand out in a crowded market by connecting on an emotional level to their intended audience. Build agile selling skills in your team so they can lead clients through the a new dynamic buyer's journey.
Our training is designed to help you be recognized as an industry thought-leader in a digital world, use messaging that captures and maintains attention, and deliver an outstanding client experience.
Our process is grounded in earning the trust of your client without the product-pushing approach. We offer a variety of delivery options including in-person and virtual to meet you where you are and accelerate the pace of where you want to go.
BUILD BETTER RELATIONSHIPS
Learn how to foster strong professional and personal relationships with your clients using traditional sales and marketing methods combined with today's technology without the product-pushing approach.
An effective sales management process is a must-have for any financial firm. We dive into how to plan your sales goals, control the sales process, shorten the sales cycle, and boost sales performance in a highly competitive environment.
In a world where client trust has become increasingly rare and tenuous, financial firms can't take anything for granted. Our workshops focus on aligning both sales and marketing to reach, connect, and engage with clients to earn and maintain trust.