3 Workshops to transform the way your company sells






It's a crisis of confidence.
29% of customers trusted their bank to look after their long term financial wellbeing, down from 43% two years before.
(Accenture – 2020 Global Banking Consumer Study)
People want more authentic connections from their financial partners.
Instead of talking about rates,
your team would prefer to:
- Stop 'buying' business through lowest pricing
- Build trust and credibility with their clients
- Have better conversations that identify deeper needs
- Speak confidently about the full value they bring
- Become your clients' primary financial partner

Transformational Selling is a modern, principled system that teaches leaders and teams how to sell with confidence, grow business with integrity and turn a transaction into a transformation for employees, clients, company and community.
What's the difference?
Transactional Selling VS. Transformational Selling
- Stop buying business using price as your unique value proposition
- Stop using your purpose as a branding tool and marketing strategy
- Stop thinking like a banker or financial adviser
- Stop hiding behind data and tech and allowing digitization to turn you into a commodity
- Start building trust and investing in your most valuable currency
- Start personalizing purpose with employees and customers as an enduring business value
- Start being a trusted financial wellness partner
- Start creating empathetic banking experiences using your human touch
My team is benefiting from my increased confidence as a leader and the empowerment I am passing to them in our coaching. Finka did a fantastic job. She helped me to think faster and talk slower which was a huge advantage for me.
- GEOFF C. -
VICE PRESIDENT COMMERCIAL BANKING
What does the TRANSFORMATIONAL SELLING
System include?
THREE LIVE ONLINE WORKSHOPS
1:1 EXECUTIVE COACHING
IMPLEMENTATION GROUP COACHING SESSIONS
MEASURABLE KPIS TO TRACK RESULTS
PERSONALIZED TRANSFORMATIONAL SELLING PLAYBOOK
Shift from transactional to
*transformational* selling ™
Pillar 1:
AUTHENTIC INTEGRITY
Unlock the Power of Your Brilliant Difference Workshop
- Understand your communication style so you can leverage your personal strengths to deliver results and propel your business forward.
- Identify how you are most and least likely to influence, solve problems, deal with conflict and achieve results
- Recognize your communication ‘red flags’ and where you’re limiting your impact and influence
- Define and articulate your Brilliant Difference/value proposition, so you have the words to confidently describe and articulate how you lead, add value, and deliver results
Pillar 2: EMPATHETIC COMMUNICATION
Shift from Transactional to Transformational Conversations Workshop
- Create environments that cultivate trust, connection and make clients feel safe to choose you
- Identify the must have conversation skills to have open and opportunity filled client conversations
- Describe the four transformations clients are seeking that compels them to action
- Recognize the characteristics between the four distinct client ‘buying’ languages and understand how to communicate in each so clients will know you understand them
- Tell your clients’ transaction to transformation story so you can confidently invite them to work with you
Pillar 3: PURPOSEFUL IMPACT
Create Invitations and Ask for the Business Workshop
- Understand the difference between impact vs cost pricing so you can convey the true value your clients receive
- Recognize the role fear plays in negotiating and how to navigate and overcome the emotions that get int the way of building strong and trusting relationships
- Identify how to use the science of decision making to help clients feel safe, connected and confident to choose you
- Learn to invite clients to your offers consistently in a way that feels good to you and has your clients feel heard and understood
Learning Roadmap
Month 1
- Intro Session
- Assessments
Month 1
- Authentic Integrity Workshop + Coaching
Month 2
- Empathetic Communication Workshop + Coaching
Month 3
- Purposeful Impact Workshop + Coaching
Program Outcomes
Employees
- Improve personal confidence
- Elevate performance and results
- Boost focus and time management
- Develop better networking and sales opportunities
Leaders
- Increase leadership impact
- Increase team effectiveness
- Inspire your team to take consistent action
- Build trust and accountability
Organizations
- Align to a common vision and purpose
- Discover untapped potential
- Increase client loyalty and revenue
- Improve team connection
Return on Investment
- 3.3x clearer on the action to take to grow the business.
- 3.6x more confident to sell their offers.
- 2.3x more excited and eager to share their Brilliant Difference
*Past program participant results
“Although I didn’t mean to be, I was too ‘transactional’ before this program. I thought: If I’m charging people money, I have to offer lots so they see the value and buy. That thinking was wrong and led to pricing challenges. This program will give you a different attitude in how you present yourself and your offer.
How Do We Get Started?
1. Schedule a DISCOVERY CALL that works for you
2. Together we DESIGN the right solution for your team
3. Boost your impact and results
Transform the way your team sells
- Deepen client relationships by becoming your clients’ primary financial partner
- Stop buying the business by being a ‘price leader’
- Strengthen your value proposition with your team bench