Best Practices in Retail Financial Services Symposium

To The Highest Standards (Issue 797)

In which we consider that companies generate more client loyalty and more sales if they’ve developed and managed their sales teams to specific client experience standards. Read more »

Consistent Client Experiences Boost Brand and Sales (Issue 796)

In which we are encouraged to develop thoughtful day-to-day consistency in the experiences we create for clients. Read more »

Remember When We… (Issue 788)

In which we are encouraged to remind our clients, from time to time, all that we’ve done for them. Read more »

Dust Bunnies (Issue 786)

In which we are reminded that haphazard execution of even small details in a sales process can hurt us. Read more »

The Curse of Experience (Issue 784)

In which we are reminded to be careful about when we take short cuts to diagnoses based on experience. Read more »

Keep An Eye Out. Ask A Question. (Issue 782)

In which we are reminded: Look up, from time to time, and engage with the people around us.  No telling who we will meet. Read more »

Daily Measures (Issue 781)

In which we are encouraged to plan, then track and manage, our sales activities to boost our chances of hitting goals.  Read more »

Niche or Get Smoked (Issue 780)

In which we are reminded: Find a niche and specialize… or get smoked. Read more »

Hot Rods (Issue 779)

In which we are reminded that buyers have so many choices that, no matter how much work we invest in differentiating the details of our products, they remember only one or two IF they distinctly stand out. Read more »

Forget Me Not (Issue 778)

In which we are reminded to “follow the check list” as we’re closing sales or finishing projects. Read more »

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