Advisors & Consultants
Monarch: Log In / Subscribe | Click for demo
Monarch's Sales Track
The Sales Track provides tools, training, and coaching to drive new business and improve close rates.
Module 3: Sales Field Guide
This practical guide is full of proven sales tips and techniques to help you win retirement business.
Module 4: Building an Annual Sales Plan
Learn how to set sales goals and manage your pipeline using these planning templates.
Module 5: Targeting and Closing
Conduct a prospect needs analysis and develop a targeted sales pursuit strategy for your top prospects.
Module 6: Sales Presentation Builder (available 2009)
Your sales pitchbook is a key tool to demonstrate the value you deliver to prospects. This module guides you through the process of developing your pitch including sample presentation content.
Module 7: Winning Team Presentations
Learn how to deliver dynamic team presentations, including tips on progressing prospects after the finals presentation.
For information on our other Monarch tracks, see our Fee BenchmarkerTM, Marketing, and Client Management pages. For more information on subscribing to Monarch, see our Subscription Info page. If you'd like to subscribe, click the "Monarch: Log In / Subscribe" link at the top of the page.
