transform the way your company sells
without compromising your purpose, people or profit.
People want more authentic connections
is looking out for their financial well-being.
Source: CFSO Financial Health Network
Selling transactions is not going to cut it. You need to stand for more... for the sake of your clients and your financial sustainability.
Leading Sales Expert
Where do you turn when you need to sell to succeed, but don’t feel successful, or comfortable, selling?
With 25 years’ sales experience in the financial world, a best-selling author, podcaster, and business development coach, Finka is an expert in shifting the sales mindset. Now she’s on a mission to teach financial sales teams and leaders how to shift from transactional to transformational selling, so they can retain and grow business, deepen client relationships, and sell with ease and integrity.
Backed by science, stories, statistics, and wisdom, Finka guides financial advisors, sales teams, and their companies to transform the way they sell, improving their results without compromising purpose, people, or profit.
Finka Jerkovic is a Certified Professional Co-Active Coach, Fascinate Certified Advisor, and certified in Hardiness Resilience Gauge, EQ-I 2.0 and EQ 360 assessments. She holds a certificate in Mastering Sales program at Northwestern University – Kellogg School of Management.