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
Meeting Packages from $400
Your Meeting Package Includes:
- 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.
Skills
- Fluency in the market
- Ability to articulate the brand that you represent
- Knowledge of the product you are selling
- Five to ten years of sales experience in the industry
- Constant networking and communication with sales people both external and internal: know what's happening in your industry
- Excellent basic sales skills: cold calling, lead generation, establishing a territory
Building an Individual High-Net-Worth Franchise for Financial Services Firms:
Skills
Expert Topic