Fisher Investment

FFisherInvestmentsisher Investments manages billions of dollars in assets for high net worth individuals and institutional investors. 

Business Challenge 

The chief business need in this organization is growth. They are looking to approximately double their sales in the next two years. They realized that a stronger sales force will generate rapid growth. Just this year they have added 50 new representatives. They need to ensure that their rapid growth is effective. 
This investment company already has a strong sales force with a low turnover rate. They are looking to make them more efficient closers and increase their ability to quickly build the right business rapport by understanding the needs of their client and customizing their portfolio. 


A one-day seminar in strategic sales training was used. Also, a former coach came in during lunch to serve as a motivational speaker. 


The seminar was successful in getting the sales representatives engaged and motivated. They found the seminar full of useful tools that are applicable to real sales situations they face daily. They are now in the process of launching Phase II which will target 75 telesales call centers with a similar program tailored to their needs.