Learn how to sell to financial buyers who require a clear ROI and have to address multiple priorities.
Overview
Syllabus
- Welcome
- What you should know
- The money loop
- Industry trends
- Craft a financial narrative
- How to read an annual report
- Identify your buyer
- Your client's customer
- Show you're prepared
- Codify your value
- Tap into industry deadlines
- Leverage competitive differentiation
- Proposals and contracts
- Adapt to change
- Prove an ROI
- Build trust
- Next steps
Taught by
Lisa Earle McLeod and Elizabeth (McLeod) Lotardo
