Best Practices in Retail Financial Services Symposium

Options (Issue 677)

In which we are reminded that broad perspective and many options accelerate successful negotiating conclusions. Read more »

What’s New? (Issue 674)

In which we are reminded to anticipate our clients’ questions and prepare for them in advance. Read more »

Relevance (Issue 673)

In which we are reminded that we have to evolve our positioning as market psychology shifts.   Read more »

Prospecting by Example (Issue 672)

In which we are reminded that word of mouth beats calling cold. Read more »

Cabaret (Issue 671)

In which we are reminded that our relationships with clients enable them to hear us more clearly. Read more »

Subway Strategy (Issue 659)

In which we are reminded that the best way to attract prospects is to demonstrate our capabilities to them. Read more »

Dragonisms (Issue 658)

In which we are reminded to speak … simply. Read more »

Close Shave (Issue 656)

In which we are reminded to take our time, patiently prepare and warm our relationships and prospects, before we jump in to anything resembling sales. Read more »

Four Drops (Issue 655)

In which we are reminded that a BIG part of our roles, as sales people, is to help our clients manage through the change that occurs when they begin to install the services they buy from us. Read more »

Hands On (Issue 651)

In which we are reminded that engaging clients “hands on” in our presentations boosts the odds of a sale. Read more »

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