In recent years there has been a drive by product providers, at the insistence of IFAs, to raise the level of technical competence of Account Managers. Therefore, there has been less focus on the skills of the Account Manager.
In a marketplace where product differentiation is short lived, the opportunities for your business to truly differentiate its offering are becoming more and more focussed on the quality of the customer experience i.e. how well your Account Managers, face to face or telephony, relate to your IFAs.
Sales Managers have huge geographical areas with relatively large spans of control, therefore it is increasingly difficult for them to spend regular quality time observing and coaching their Account Managers. When Sales Managers are with their Account Managers in front of IFAs they are typically in ‘sales mode’ not ‘observer and coach’ mode.
We believe that to truly grow your business the Sales Managers must focus on coaching the Account Managers; making the most of the time that they spend with Account Managers in front of IFAs to develop their skills.
Momenta b2b provides framework coaching support for Managers which includes:
- Proven coaching models that go beyond just skills which can be tailored to match the needs of your business
- Observation and feedback skills
- Guidelines on running 1:1s
- Planning for joint calls
- Building personal development plans for underperforming Account Managers
We will work in consultation with you to tailor these tools and processes, to meet the exact requirements of your business. |
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