Sales Performance Enhancement Case: A Well-Known Domestic Wealth Management Company
Project Overview
The client is dedicated to providing professional screening, asset allocation, and diversified comprehensive financial services for high-net-worth individuals and institutional investors, with deep coverage in private equity, public markets, mutual funds, and overseas investments.
Its sales team is the core force for business development. The company has set ambitious and highly challenging performance targets for its overseas business team. The company needs greater power to motivate and assist the team in achieving these performance goals.
Use 4DX methodology to scientifically manage and motivate teams to set business goals and execution paths
Outcomes