Best Practices in Retail Financial Services Symposium

Hit ‘Em Where They Ain’t (Issue 626)

In which we are encouraged to build market share by focusing on first on small targets rather large. Read more »

Out of Network (Issue 624)

In which we are reminded that setting goals or strategic direction helps us build our networks. Read more »

Granola (Issue 622)

In which we are reminded that one of the keys to building and sustaining a network is to contribute moments of delight that ripple forward. Read more »

Take What Their Defenses Give (Issue 620)

In which we are reminded to assess potential conversation partners before we barge in. Read more »

Any Excuse (Issue 619)

In which we are reminded that it’s our job to create reasons to talk and possibilities for action. Read more »

Irrigation (Issue 617)

In which we are reminded to drip feed our inactive prospects routinely. Read more »

Perspective (Issue 615)

In which we are reminded to speak in our clients’ tongues, not our own. Read more »

Selling from Purpose (Issue 614)

In which we are encouraged to define our purposes clearly, therefrom to guide our sales work. Read more »

Your Story in My Words (Issue 613)

In which we are reminded to help our clients see their stories in our descriptions about our businesses. Read more »

Tell Me Why (Issue 611)

In which we are reminded to ask our referral sources WHY they are referring us to their colleagues or clients.  Read more »

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