How to Sell Financial Services

A Powerful New Course with LinkedIn Learning – taught by Meridith Elliott Powell! (me!) I am very excited to share my new course "How to Sell Financial Services" will be launched on LinkedIn Learning on April 24, 2018. A passion of mine, this course is the nuts and bolts of how to sell financial services. This course is for anyone brand new to the industry, those interested in taking their sales skills [...]

2018-11-06T00:11:20+00:00By |Sales Tips|0 Comments

The ROI of Investing In the Customer Experience

(Image Courtesy of Mr Lightman/ The best learning takes place far away from the classroom, and there is no better place to learn about customer service and the impact on your bottom line than paying attention to your everyday life. I am in Hawaii right now keynoting for one of my favorite clients, a financial institution that is innovative, creative and committed to taking it to the next level. We are currently [...]

Soft Skills Produce Hard, Bottom Line Results!

 Image courtesy of  Ambro /  Yes, it is true; I am a fan, a believer, a devotee of the soft skills. If it were up to me, we would update school curriculums to include the art of speaking, the skill of writing, and the science of how to engage and connect with people. Organizations and companies would have at least one-half of their training budgets devoted to leadership, networking, building relationships and [...]

Are You A Wussy or A Leader? Six strategies practiced routinely by today’s innovative leaders

Image courtesy of bplanet/ Kind of makes ya wonder doesn’t it? I mean, are you a wussy or are you a leader, and does it even matter? Well, I guess on one level it does not; after all, this is a free country and you can be anything you want to be, even a wussy, right? But on an entirely different level, it does. Why? Because in our society today, we are [...]

The DEATH of the Cold Call!

Image courtesy of stockimages /   I was sitting having coffee with a colleague as he was sharing how his cold calling sales efforts just were not working. He happens to be one of those rare human beings who do not mind making cold calls; he came up through the business doing them. In fact, jobs he held in the past required him to make cold calls -- upwards of 50 or 60 [...]

Leadership Lessons to Learn to Win in The Trust & Value Economy: 3 critical leadership lessons missing in Washington

Let me first make a disclaimer: This blog is non-partisan. I am a registered Independent who can make a clear and logical argument as to why neither party is doing what needs to be done to get the economy moving, get our spending under control, and show true leadership in challenging times. In fact, I am hard-pressed to make an argument for either party as to what real direction, support or help [...]