Services

Sales training for Hebrew-speaking and Russian-speaking teams.

FinTech, brokerage and crypto. The proof is operating work on regulated desks, a crypto fund, and sales floors I built — not a borrowed course, and not a copied multiple.

Retention and lifecycle

At a CySEC-regulated brokerage, customer lifetime moved from 8 to 13 months and the active book from 4,500 to 10,000+, with churn held near 20% in a high-volatility equity market. Training covers who owns the client, when they are called, and what “still active” means.

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Included

Lifecycle and churn review of the current book
Retention workflows and reactivation of dormant accounts
VIP desk protocols for the clients who carry the revenue

VIP and HNW desks

At a crypto hedge fund I led VIP sales against $32M AUM and HNW tickets from $150K, with four senior specialists. The fund ceased operations in 2020. The desk design, and how to train it, is what transfers.

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Included

Who qualifies as VIP, and who should not be forced into that lane
Coverage, scripts and service standards for high-value clients
How the desk reports, so one relationship does not sit in one head

Build and train the department

A retention department went from 1 to 18+ people in 18 months, then moved its core without a break in service. Another retention department was built from nothing. Earlier I led 7 sales agents.

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Included

Roles and the first KPIs a new desk can live with
Hiring and floor training for retention, not only the first close
A scale-up that does not pause revenue

Floor training, KPIs, CRM

The commission growth came on a salary-only budget: process, not a marketing spend. Referrals went from 30 to 170 clients a month. Daily tools: Salesforce, Trade Evolution, MetaTrader 4, TradingView.

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Included

Training in Hebrew, Russian, or both
KPI design a manager can coach the next morning
The conversations that stall — fees, next steps, service