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Investing for Sales Pros

Part of success in any profession is making sure that your work can sustain you financially. Sales professionals often face the extra challenge of trying to save and invest from inconsistent streams of income.

That makes planning all the more important, Art Rothschild tells Mark Rodgers, author of “Accelerate the Sale: Kick-Start Your Personal Selling Style to Close More Sales, Faster.”

“Sales professionals should focus on what they do best,” Art says in a podcast provided as enhanced online content for the book. “They should be out there selling, making as much money as possible, but they should never neglect the fact that they have a future to consider.”

To hear the entire podcast and for more information on “Accelerate the Sale,” please click here.

Skills needed for selling can apply to financial planning, Art says.

“Any successful sales professional knows how to set goals and objectives. They know how many calls they have to make. They know how many referrals they have to get,” Art says. “They know how many deals they have to close. Their approach to investing should be the same.”

Sales professionals also should use their familiarity with sales techniques when considering whom to trust for financial advice, Art says.

“As a wise salesperson, I think you have to be very, very careful,” Art says. “There are too many people trying to sell things that may or may not be appropriate for you. So you have to discern what really is appropriate and whether the person you’re talking with really is a true professional and is there to help you and not just help him- or herself.”

initially posted Nov. 18, 2011

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