LPL Financial Selects Sales Readiness Group for Vendor Affinity Program

United States, Washington, Seattle – 06-28-2019 ( — Sales Readiness Group (SRG), a leading provider of sales training services, announced today that SRG’s On-Demand Sales Training and Sales Coaching are now offered to the more than 16,000 independent financial advisors and more than 700 bank and credit unions affiliated with LPL Financial, a leading retail investment advisory firm and independent broker/dealer. 

As part of LPL’s Vendor Affinity Program, SRG’s OnDemand Comprehensive Selling Skills and High-Impact Sales Coaching are available to LPL advisors and program managers at preferred pricing. The self-paced programs include extensive video content, skill application exercises, and performance support tools. “We very much appreciate the relationship we have developed with LPL and look forward to helping advisors develop skills that improve how they engage and build relationships with prospects and clients,” said Ray Makela, CEO and Managing Director at SRG. These skills include learning to: 

  • Develop relationships built on trust
  • Establish client-focused call objectives
  • Ask better questions to identify needs
  • Use active listening skills to understand client priorities
  • Develop compelling presentations to clients
  • Guide clients to make informed and timely decisions

“SRG’s OnDemand sales training and coaching programs further enhance how we can support our financial institutions and the development of new advisors,” said Arthur Osman, executive vice president, LPL Financial Institution Services. “SRG’s training offerings make it easy for our financial institution partners to provide their advisors with the resources they need to learn and apply new skills as they develop and build their businesses.” About SRG: Sales Readiness Group (SRG) is an industry leading sales training company that helps companies develop highly effective sales organizations. Our solutions include comprehensive sales training, sales coaching, and sales management programs that deliver sustainable skills improvement.

Media Contacts:

Company Name: Sales Readiness Group
Full Name: David Jacoby
Phone: 2062749216
Email Address: Send Email

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About the Author: Carrie Brunner

Carrie Brunner grew up in a small town in northern New Brunswick. She studied chemistry in college, graduated, and married her husband one month later. They were then blessed with two baby boys within the first four years of marriage. Having babies gave their family a desire to return to the old paths – to nourish their family with traditional, homegrown foods; rid their home of toxic chemicals and petroleum products; and give their boys a chance to know a simple, sustainable way of life. They are currently building a homestead from scratch on two little acres in central Texas. There’s a lot to be done to become somewhat self-sufficient, but they are debt-free and get to spend their days living this simple, good life together with their five young children. Carrie writes mostly on provincial stories.
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