Welcome
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What you should know
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1. Setting Yourself Up for Success
The money loop
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Industry trends
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Craft a financial narrative
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How to read an annual report
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2. Tailoring Your Approach
Identify your buyer
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Your client's customer
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Show you're prepared
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3. Creating Urgency
Codify your value
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Tap into industry deadlines
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Leverage competitive differentiation
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4. Closing the Deal
Proposals and contracts
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Adapt to change
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Prove an ROI
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Build trust
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Glossary_Selling_Into_Industries_Financial_Services.zip
(102 KB)