|
Working
with Chairman, CEO’s, Senior Management and Line Managers, Nancy
has consistently demonstrates measurable results. Enterprises
both mature and start-up have received Nancy ’s market driven
growth strategies, coaching and training including:
1.
32 Banking, Broking, Insurance, Retirement & Investment organisations
2. 14 Technology and Media organisations,
3. 22 Small Businesses ranging from arts to manufacturing in the
United States, Australia, UK, Hong Kong, Jakarta and Singapore.
Recent
projects include:
- Lifestyle
Financial Services business development coaching and
sales training for individual planners to increase revenue with
improved interpersonal communication skills leading to improved
telephone cold calling skills.
- Deutsche
Asset Management Retail Sales Strategy, Interactive
CD & CRM Training & Development increasing Funds Inflows
with international equity and hedge funds by $20m per month
for 7 months after the two day training program and on-going
coaching.
- Deutsche
Equity Lending turnaround for sale including book retention
of $330M and created new sales in six weeks of $39.8M leading
to a total book value of $369.8m. Including telephone scripts,
national advertising campaign, broker and financial planning
distribution strategy and implementation.
- Developed
business requirements for Deutsche Asset Management
Customer Relationship Management (CRM) Systems (Siebel
Systems) Retail Sales Measurement & Management to track
sales performance and deliver management reports to manage and
improve the sales effectiveness.
- PricewaterhouseCoopers
strategy
and sales development coaching and training for new partners.
- JP
Morgan Ord Minnett Institutional, Private Broking,
Futures, Derivatives and Margin Lending sales coaching, training,
differentiation strategy and business planning for 570 brokers
with an increase in revenue of 20% in 10 months.
- Created
a web based Client Retention & Marketing Strategy Planning
documents and a Client Satisfaction Survey for Financial
Wizdom Advisers to asses client satisfaction and develop
recommendations to improve their business and win new and current
customer business.
- St
George Banking Corporation
Customer Wealth sales and interpersonal coaching and training
for 150 Financial Planners.
- St
George Customer Wealth Financial Planner cross selling
risk insurance products – term life, TPD, business expenses,
income protection, trauma.
Meet
our other team members
|
Sean
McPheat (To
read more about Sean please CLICK
HERE)
|
|
Mark
Williams (To
read more about Mark please CLICK
HERE)
|
|
Jan
Brause (To
read more about Jan please CLICK
HERE) |
|
Nancy
Kazdan |
|
Andy
Coates (To
read more about Andy please CLICK
HERE) |
For
Enquiries, Proposals and Booking Information
CALL
US
0800
849 6732
EMAIL
US
Send
us an email to trainingoffice@management-training-development.com
ONLINE
FORM
Fill
out our online form below with what you are looking for and what
you would like to achieve and we will get back to you with a proposal
and some costs within 24 hours.
|
