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Account Management
the ‘what to do’ of the Account Manager role
Sales skills
how to maximise engagement time with IFAs
Advanced sales skills
developing high performing salespeople
Sales Management development
developing high performing individuals and teams
Customer Service training
an attitude not a department
 
 
  Momenta is not just a training programme, it is a culture in how to develop your business by investing in your people.  A very worthwhile investment.”
David Phillpotts, 
Head of Access,
Scottish Equitable
 
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Momenta b2b
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Account Management   Management Development
Sales Skills   Advanced Sales Skills
Customer Service   Download Library


Momenta b2b
specialises in bespoke business and training solutions around third party selling for financial services companies transacting business through intermediaries.

Offering a blend of experience, energy and creativity in the challenging and competitive world of IFA business to business sales, we are able to tailor solutions that address your individual business needs.

We advise on key sales, management and service issues, and provide the capability to implement strategic and tactical training initiatives.

 

Other services

>> Handling complaints & business reviews
>> Finding resource & expertise
>> Improving people effectiveness
>> Preventing financial crime
>> Understanding FSA themes
>> Developing compliant procedures
>> Embracing regulatory issues
 
 
Please contact me to discuss:
 
 
 
 
 
 
 
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