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STRATEGY
Strategy is a company’s game plan for winning. The experts at Advanced Sales Corporation
work exclusively with financial services firms to create a game plan that achieves
their desired future. We’ve done it with some of the top firms in the industry,
and we can do it with yours.
Case Study [Download PDF]
- Client: An annuity distributor engaged us to help them develop a distribution strategy.
- Goal: Move up one tier at major brokerage firms
- Strengths: Strong product, good selling agreements, exclusive access to a large
brokerage firm
- Process: One and a half days of discovery; competitive benchmarking; a product review;
core competency analysis; generate initial strategic options; SWOT analysis; and
preliminary recommendations. During the process, we incorporated the client’s mission,
branding, market research, product strengths, and sales goals.
- Solution: We developed and helped execute a comprehensive plan to win business,
including a distribution plan, value proposition, capabilities pieces, proof-point
stories, value-added deliverables, wholesaler training, and a sales management process.
- Result: Sales have increased 30% year over year
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