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About Us: Overview
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With over 100 years combined financial
services expertise, we're uniquely qualified to develop your
team.
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SEQUOIA SYSTEM INTERNATIONAL
Sequoia has been singularly focused on professional development
in the financial services industry since inception in 1996. During
that time we have engaged over 300 firms and over 10,000 participants
from every corner of financial services distribution. Our focus
is to develop and/or address strategies for human capital development
that result in improved performance. Our assignments run the gamete
from keynote address to multi-year multi-position integration. The
larger more involved assignments will run between 2 and 4 years
with our very best relationships extending 5 consecutive years or
longer.
We possess an extensive array of industry knowledge and over the years we have
gathered an abundance of best practices from sales management,
wholesalers and relationship managers. Our program facilitators
are industry veterans themselves having held sales, sales management
and executive positions. Our subject matter expertise, strategic
insights and best practices are tested and refined in real world
applications with every client assignment.
Firms engage Sequoia for their professional development needs
for the following reasons:
- In every case, to improve the overall performance of a team
or organization
- To provide tactical assistance in the execution of a strategic
initiative
- To close identified gaps in core competencies or skills
- To level set the skill set of a sales or management team
often at the onset of new leadership or at particular points
in the business cycle
The support of a management team is critical at both the start
of any professional development initiative and upon its conclusion.
Management involvement in the assignment is a multiplier for their
return on investment (ROI). On the front end, management helps
to connect the initiative to important objectives and set expectations.
While on the back end, the accountability and coaching they provide
assures carrying the learning into daily practice.
Statistics are the holy grail of professional development…sought
after and elusive. Anecdotally we receive hundreds of comments
from management and participants alike citing better focus on
essential tasks, greater efficiency in the execution of their
responsibilities and better sales results.
We are uniquely qualified to engage the financial services industry
and we are committed to your success.
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The competitive
environment in which financial service companies battle
for market share requires a distribution team that is highly
professional and well trained in the areas of target marketing,
territory management, sales process, professional presentation
skills and gathering referrals. Make the most of your only
sustainable competitive advantage – your people – by providing
them with professional development that defines excellence
in financial distribution: The Sequoia System.
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