Services
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ProDirect has created a sales consulting practice dedicated to professionals in the financial services industry. We support sales leaders and their teams in Mutual Funds, Managed Accounts, Insurance, Retirement and Philanthropic Management with results producing training and coaching programs that help them get results they can measure.
ProDirect provides sales training and coaching to both sides of the supply chain in third party distribution. Our unique position of working with financial advisors and wholesalers has allowed us to add greater impact to the entire value equation. Courses in support of our Meaning More to Clients™ approach are all designed with the same goal in mind…to teach the critical skills necessary to achieve success at every touch point of distribution. Our work supports:
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