Book Review: No Sales No Sleep

Book Review: No Sales No Sleep

Book Review: No Sales No Sleep

 

TRANSFORM your SALES

Mark Swain, the author of No Sales, No Sleep is on a mission to help people working in the corporate banking and financial services industry TRANSFORM their sales process.

 

Earlier this year, Financial Mappers was a guest Fintech at the world’s largest banking conference SIBOS.  I felt Financial Mappers,  was ready to take the next step in our sales process by promoting our financial planning software to the International banking industry.  Our software is ready for conversion to country-specific versions.

 

At that conference, we launched our LITE Version of Financial Mappers.

 

 I was on a mission to make financial advice affordable and accessible to all.

 

My hope was that banks would see value in giving their customers a free financial planning tool which would allow them to engage in managing their money by making a short 5-year financial plan. This plan would integrate personal, investment and superannuation income and expenses into one simple plan and let the customer set their Milestones and Lifestyle Goals.

 

You see 85% of people say then need to make a financial plan, but only 20% have a plan.

 

My theory is that it is simply too hard to make a financial plan by themselves and too expensive for the average person to engage an adviser.  If the banks could offer universal financial planning software, simple enough for customer use, they could allow the other 65% of these people the opportunity to start the financial planning process.

 

Research shows that so much valuable work-time is wasted when employees have financial problems.  If the banks can encourage their customers to engage with their finances, this would help relieve the problem.

 

Banks giving back to their customers would be an incredible gift, not only to their customers but to the community.

 

Who else is better placed to start the financial literacy journey than the banks who manage their money and with whom they should have a trusted long-term relationship?

 

It was at this conference I found Mark Swain who has spent twenty-five years in strategic financial and banking sales.

 

Financial Planning Software for Financial Advisers

 

What I found remarkable about this book, No Sales, No Sleep was Mark’s ability to simplify the sales process into nine steps which he calls TRANSFORM – one letter for each step of the process.  If you are a salesperson, can you guess what the nine steps are?

 

Mark Swain delivers a short, well-researched methodology to ensure success when selling to the corporate banking and financial services industry.  However, this is not a book for that purpose alone.  Mark’s TRANSFORM process can be applied to any sales process.  He gives you detailed worksheets where you can plan your sales process and be as successful as him.

 

As I was reading the book, it occurred to me that many of my readers are actually sales people trying to find clients for their business, not only in the financial services industry. If you are one of these people, I would recommend you read No Sales, No Sleep.

 

Since the conference, I have been sharing emails with Mark and when I heard he would be in Brisbane, we caught up for coffee at the Brisbane Club.  This is a man on a mission to help people across the globe.  He is a person who truly wants to help people and his personal advice to me was just so sincere and so helpful.

We both had such an enjoyable afternoon, Mark decided to make a short video clip for his LinkedIn Page.

Please watch Mark’s interview:

 

Financial Planning Software

 

Disclaimer: Financial Mappers does not have an Australian Financial Services License, does not offer financial planning advice and does not recommend financial products.

I am a founding board member of Plencore Wealth Ltd and Plencore Online Pty Ltd. I am the designer of the product Financial Mappers and Financial Mappers PRO, cloud based modelling software for Personal Finance. This software is sold on the web site www.financialmappers.com.au.I am an educator, investor and expert in both personal finance and mathematical modelling and the author of 'Map Your Finances'.I have both a Graduate Diploma in Applied Finance and Investments and a Diploma in Financial Advising from the Securities Institute of Australia. I also have a Financial Analysis Certificate, by Distance Learning from University of Technology, Sydney. I am a Senior Fellow and Senior Mentor of FINSIA.

2 Comments

  1. Steve 3 months ago

    Looking good as always Glenis!
    David, I loved the article, I’ll have a look at Mark’s book as well.
    Merry Christmas and thanks for your eCards.
    Steve

  2. Author
    Glenis Phillips 3 months ago

    Thanks, Steve,

    Mark has a lot to offer for those in Sales

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