...strengthen sales effectiveness and increase revenue growth
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How Can We Help?

 
  • Ottinger Wealth Sales is a specialized sales training and consulting firm for:

    • Full-time Wealth Management Salespeople

    • Client Relationship Officers

    • Portfolio Managers

    • Wealth Sales Managers

    • Senior Management

    OWS’s only objectives are to strengthen sales effectiveness and increase revenue growth via a pragmatic sales process.

    • Sales training focuses on one-on-one consultative selling
    • OWS professionals have personally sold in the high-net-worth market
    • Training is “street-tested” and easy to implement
    • Training can be delivered on-site or virtually

    OWS knows that to have measurable results for the money and time you invest in sales training, there are three critical components that impact the revenue you want.

    1. Training must be relevant and easily implemented.
    2. What happens after training class is critical. Few, if any, training firms include management coaching to hold salespeople accountable for new skills.
    3. Senior management buy-in is crucial to drive sales growth and new revenue.

    Sales Consulting Expertise

    In addition to OWS sales training, we provide comprehensive consulting aimed at critical managerial sales issues.

    Based on practical experience within top financial organizations, topics range from sales compensation and sales tracking, to hiring effective salespeople and positioning your organization within the wealth market. Starting point is in-depth collaboration with you to uncover specific sales needs and concerns. Only then is sales training and advice customized to address your target market. 


    “Never mistake motion for action.” 
    – Ernest Hemingway