Choosing a Managed Sales Partner Guide

This guide provides a comprehensive framework for financial services companies looking to engage a managed sales partner. The document outlines the key considerations necessary for evaluating potential partners, emphasizing the importance of selecting one that aligns with the specific needs of a highly regulated environment. It details the critical core capabilities to assess in prospective partners, including their commitment to performance, technology integration, and alignment with organizational values. Additionally, the guide discusses the significance of recruiting, onboarding, and coaching practices, suggesting that an effective partner should possess a talented internal recruiting team and a robust onboarding strategy to ensure seller success. The document also addresses the need for technology that enhances sales processes while maintaining compliance. By focusing on these essential criteria, financial services companies can identify partners that not only fit their requirements but also contribute to their growth and success.