Differentiate in the highly competitive financial services industry
Your team’s ability to deepen trust and clearly communicate how they’re different has never been of higher importance.
Trust isn’t built merely by communicating credibility and track record; it’s done through understanding client needs, co-creating a financial vision, and delivering solutions that align with your client’s goals.
"NeuroSelling® is a game changer. Our closing ratio improved from 27% for the first 3 quarters of 2022 to 60% Q4 2022 thru Q1 2023. Needless to say, unbelievable results."
Steve L. - CRO
Financial Services Firms Are Fighting An Uphill Battle
- According to a study by Edelman, only about 57% of Americans said they trust financial advisors
- A Hearts & Wallets survey showed that only 39% of clients believe their financial advisors act in their best interest
- Research by PwC indicates that 60% of investors, particularly millennials, find financial advisors insufficiently transparent regarding fees and performance.
The good news? This battle can be won.
Our programs teach the intricacies of client decision-making, change resistance, and how to create trust that builds enduring relationships.
FINANCIAL SERVICES PROGRAMS
Programs For Every Sales Headwind
Whether you want to implement our NeuroSelling® Methodology or have a specific sales headwind, odds are we have a program for you.
NeuroSelling® Program
Our flagship end-to-end sales methodology that transforms how your team sells. From first conversation to closed-won in your CRM.
Sales Climate Assessments
Our Sales Climate Assessment™ measures your sales environment to identify areas where salespeople and managers are most effective and where there is room for improvement.
Asking Great Sales Questions
Great questions help you connect with buyers, understand their needs, understand what’s important to them, and help them create better futures for themselves.
Effective Prospecting
Learn the strategies, processes, and skills essential for engaging the modern buyer and building a stronger sales pipeline.
Advanced Negotiation
Our program teaches your team the skills needed to reach favorable solutions for you and your customers.
Sales Process Improvement
Feel like you may have gaps in your sales process that’s slowing down your sales velocity? Let’s fix that.
Technology Enablement
Are you leveraging the right technology to sell effectively? We’ll make sure that’s the case.
Conversational A.I.
Improve your team’s sales communication skills with private, real-time, and judgment-free coaching — powered by AI and supported by humans.
Sales Training Delivery Options
From SMB to Enterprise, over 100+ industry-leading companies are widening the sales gap against their competition
Sales Training That Will Set You Apart
Evidence-Based
Our programs are research and evidence-based and apply the latest in neuroscience and behavioral psychology.
Experienced Trainers
Our coaches and trainers have decades of sales leadership and coaching experience.
Award Winning
We’ve been a named one of Selling Power's Top 20 Sales Training Company year after year.
ROI Focused
ROI focused? We absolutely are. No one else offers an ROI Guarantee on their services like we do.
old School financial Sales Training Programs Are broken
It’s time for a newer, Neuroscience supported approach.
$200MM Increase In Year over Year Sales
See how we grew a mature brand with plateauing sales from flat to an increase of nearly $200MM in sales.
A Bookings increase From $43.6MM To $88.7MM
See how we helped a clean energy storage company rethink their approach to selling.
30% Increase In Sales Performance
See how we helped a $3 Billion enterprise sales team increase their sales performance by 30%.
Let's Drive Successful Sales Outcomes
We've helped hundreds of companies overcome challenges around sales and leadership development. It all starts with a 30-minute conversation. Fill out the form below and a team member will be in touch.
The financial services industry is highly competitive, with new entrants and fintech startups offering innovative solutions to your clients every day.
An advisor’s ability to deepen trust and clearly communicate how they’re different has never been of higher importance.
Over 100+ industry-leading companies are widening the gap against their competition with Braintrust.
In the world of financial services, trust isn't built merely by communicating credibility and track record; it's done through understanding client needs, co-creating a financial vision, and delivering solutions that genuinely align with your client's hopes, dreams, and financial goals.
At Braintrust, we’ve pioneered a sales training approach for financial services that goes beyond traditional methods to equip your producers with the unique skills required in the financial world.
Our customized training programs leverage neuroscience and behavioral psychology and teach the intricacies of client decision-making, change resistance, and how to create trust that builds enduring relationships.
We believe that when your team understands the ‘why’ behind the ‘what’ and ‘how,’ they can communicate more effectively, making complex financial topics accessible to clients. This not only enhances client engagement but also builds long-term relationships based on trust and transparency.
Most Financial Organizations Struggle With Similar Barriers
We want to help you change the world you're most likely living in today...
Sales Growth Challenges
- Sales cycles are getting longer and less profitable
- Not enough top-line revenue, unit growth, or market share
- Frequent discounting and price concessions just to get the business
- Lost revenue due to cross-selling failures or missed opportunities
People / Culture Challenges
- A lack of unified culture
- Employee engagement is impacting turnover and performance
- Very few employees reach their full potential & maximum productivity
- The need for leader development and a practical coaching toolset
Do your prospective customers see your company as different?
72%
Deals Lost
72% of B2B sales deals end in "No" or "No Decision"
87%
Feel Misunderstood
87% of clients feel salespeople do not comprehend their wants
86%
No Differentiation
86% of B2B buyers see no real difference between suppliers
Do your employees see your managers as different?
79%
No Trust
79% of employees don't trust leadership
50%
Of Employees Leave
50% of employees said they left their jobs because of their managers
69%
Not Engaged
69% of employees are either not engaged or actively disengaged
How We Do It
We divide our proprietary NeuroCommunication™ Performance Platform into two core performance enablement programs designed to leverage current advances in neuroscience and behavioral psychology to transform your teams and leadership into expert, world-class communicators.
Our NeuroSelling® Program
A proven situational selling program built on the neuroscience of customer decision-making conveyed through innovative story-based techniques.
Our NeuroCoaching™ Program
A neuroscience-based, situational leadership coaching program proven to drive development and performance.
Our NeuroServing™ Program
A customer support communication program designed to develop trust, deepen connection, and strengthen customer service, support, and relationships.
Old School, Traditional Training Programs Are Broken. It's Time For A Newer, Neuroscience Supported Approach.
103%
Year Over Year Bookings Increase
Bookings grew from $43.6M to $88.7M for a client in the clean energy storage & power conversion market.
108 out of 135
Sales representatives showed an increase in total revenue over the baseline reps.
In a 12-month study with one of our clients to assess the return on investment from our NeuroSelling® program.
$615,816
Increase in the total income of the Braintrust Trained group per month.
In a 12-month study with one of our clients to assess the return on investment from our NeuroSelling® program.
Industry Leaders Grow And Differentiate Themselves With Braintrust
Braintrust has partnered with over 100+ industry-leading companies to help them widen the gap against their competition.
Performance Driven Training Companies Of The Future Look Like Us
Don't take our word for it
If you are looking for ELITE growth partners for your company, look no further than the team at Braintrust. I was fortunate enough to be introduced to them about 15 months ago and this team has made an incredible impact on our sales, marketing and operations teams.
Matt Aston, CEO GPRS
It became very apparent early on that Braintrust could really help us grow our business. Their attention to detail, structured programs, project management, commitment to the partnership and execution of deliverables has been second to none. As a result, we progressed from what was initially a marketing consulting agreement to a fullblown partnership including NeuroMessaging™, NeuroSelling®, and NeuroCoaching™ for the second half of the year.
Brandon Sorensen, VP Sales & Marketing, Dynapower
NeuroCoaching™ helped my team translate neuroscience principles into a practical model that will have a sustaining impact on team member development and performance. We were looking for a sustainable coaching model and we got it. As a team, we crystallized a foundational vision for our business unit, each leader, and our employees. The program will take us from a good company to a great leadership organization. Thanks to the Braintrust team.
Tres Johnson, VP of Psychiatry Sales, Lundbeck
You Ask. We Answer.
We'll always shoot you straight.
What does your typical engagement look like?
All engagements begin with an exploration into the goals of your organization. Based upon that discovery, we will collaborate with you to co-create the right program to meet your needs and achieve your goals, whether sales (NeuroSelling®), coaching (NeuroCoaching™), or a customer support team (NeuroServing™). All programs have a strong core of application and activation, which includes skills training and 1:1 coaching.
Do you have a performance guarantee?
Is there a minimum investment for your programs?
Engagements vary significantly depending on the type of program and the number of associates included in a program. As a foundation, it is safe to expect a minimum investment of $100,000 and for our larger clients, we have delivered engagements of over $1M+. Bottom line, we can support engagements of multiple sizes in numerous industries.
What’s the experience level of your team?
We have built a unique combination of Academia (Ph.Ds), past Enterprise B2B Executives, and world-class certified coaches and facilitators that have delivered thousands of hours of Braintrust-certified content. Our executive team held senior-level positions in multiple industries in previous organizations prior to joining Braintrust. We have a combined 112+ years of B2B Leadership experience on our team.
How much of a time commitment do your programs require?
As with the investment question, engagements vary depending on the type of program, However, our live training sessions are never longer than two days, our virtual sessions are typically two hours or less and our 1:1 coaching sessions are generally an hour.
Do you have any proof or evidence of the results from implementing one of your programs?
Yes! In fact, we conducted a 12-month study with one of our clients to assess the return on investment from our NeuroSelling® program. 108 out of 135 sales representatives showed an increase in total revenue over baseline. Total revenue across the group increased by $615,816 per month and over a 12-month period, total revenue increased by $7,389,792 versus baseline. For additional details, please click on the link to access and download the report here.
