Meet the Expert
Doug Ireland
TrustedPeer Expert, TrustedPeer, Inc.
- 30 years of private client sales management with Barclays Wealth Americas and Lehman Brothers
- Managing Director of San Francisco/West Coast wealth management
- Head of Fixed Income Sales in Asia for Lehman Brothers
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- All 7 Best Practices
- Pre-Meeting Discovery Process
- One-on-One Call with Expert
- Meeting Summary Report
- Post-Meeting Engagement
Building an Individual High-Net-Worth Franchise for Financial Services Firms
TrustedPeer Expert, TrustedPeer, Inc.
See the first Best Practice free or
Purchase All Best Practices on this topic for $100.00.
Know your market: what you are selling, who your best customers are and what customers want.
In terms of hiring for your sales staff, know your territory; know who are the high achievers.
See your salespeople as your customers: They do not work for you, you work for them.
Create a clear roadmap to success for your salespeople.
Be as candid, as immediate and as positive as you can be.
Be reliable because people are watching; make sure they see fairness and thoughtfulness.
Celebrate victories.
Access all 7 of Doug’s
Best practices today.
Best practices today.
Doug draws from years of experience to offer
you exclusive insights and tools.
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(applies towards first Expert Package with Doug)
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Building an Individual High-Net-Worth Franchise for Financial Services Firms:
Best Practices
Expert Topic