There’s only so much pie.
You want to increase market share and be seen as a leader in the financial industry. The problem is that technology is being pushed to the forefront as the most efficient solution to handle client interactions, but it’s not the most effective solution. This operating model causes frustration for your clients who are not able to connect with a ‘real’ person, and your employees who are struggling to place a high value on customer engagement but don’t have the tools or the time to act on the mission statement that’s guiding your brand.
Creating an authentic relationship with your customers shouldn’t come at the cost of compromising your people, purpose, or profits.
With 25 years’ sales experience in the financial world, a best-selling author, course developer and leader in shifting the sales mindset, I know how hard it can be to affect change in an industry rooted in construct and legacy systems, culture and regulations. It has been my 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 darn it – sell more stuff.
The TRANSFORMATIONAL SELLING system takes a three-step approach. First, we UNLOCK THE POWER OF LOVE IN YOUR BUSINESS, IMPACT AND RESULTS. Second we STRENGTHEN YOUR PURPOSE USING YOUR BRILLIANT DIFFERENCE and third, we SHIFT FROM TRANSACTIONAL TO TRANSFORMATIONAL STORY SELLING so we can create invitations and ASK FOR THE BUSINESS.
I would love to introduce you to the system that takes your team from feeling unclear about what is expected to being confident within themselves, the products they sell, and embrace an authentic understanding and connection to your company’s purpose.
Finka Jerkovic’s passion to transform the way we sell has led her to becoming a best-selling author, sought-after international speaker, popular podcaster, and human engagement expert. Rooted in science, stories, statistics, and wisdom, Finka has developed a better way to communicate our strengths, connect with our clients, effect lasting change and – with ease and integrity – sell more of our stuff.
With more than two decades of experience in Canada’s corporate financial services sector, Finka now guides advisors to challenge status quo sales approaches and bring authentic leadership and mission-based mindset to their business. By shifting the prevalent sales mindset from transactional to transformational, her clients see significant sales increases, supercharged growth, and improved employee wellbeing.
Finka’s first book, Sell From Love: Love Yourself, Love your Client, Love your Offer, was released in November 2020, and hit Amazon’s #1 Best Seller List prompting it to be selected as a Hot New Release. In her second book, Transformational Selling: A Playbook for Financial Professionals, Finka draws from industry experience to present a blueprint that unlocks the power of a people-first approach.
Finka’s sales, leadership, team, and personal coaching programs have been delivered to organizations across North America and Europe with a client roster that includes RBC, Nationwide, BMO, Investment News, Nestle Purina, Merck, Lowe’s, Toyota, Unum – Colonial Life, Schneider Electric, The Executive Institute and Mattel.
Finka lives in Canada with her husband and daughter on their 85-acre nature oasis, where you’ll find them living a farm-to-table lifestyle that includes harvesting lavender, riding horses, and lovingly tending their bees.