Banks, financial firms, and professional service firms are different. Selling professional services involves making abstract, complex, intangible sales which require a lengthy decision-making process. We can help.


Managing staff in these types of firms requires a consultative management style combined with ethics and attention to compliance-related issues. We have many years of expertise and would love to assist. The following videos explain our philosophy in more detail.

Why selling financial products is different

The importance of ethical selling

Dilemmas of management in the banking, finance and professional sector