Perspective (Issue 615)
In which we are reminded to speak in our clients’ tongues, not our own. Read more »
Best Practices in Retail Financial Services Symposium
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 »
Question with Those Fries? (Issue 610)
In which we are reminded…once again… to ask questions EVEN WHEN WE’RE SURE we have a good idea. Read more »
Clients Who Know (Issue 608)
In which we are reminded: We run a risk when we assume that clients correctly understand their problems. Read more »
Something to Talk About (Issue 606)
In which we are encouraged to find and share news or statistics with our clients and prospects that will prompt conversation about the little mysteries that are critical to their businesses. Read more »
Genuine (Issue 604)
In which we discuss the gentle art of the compliment. Read more »
Cave of Wonders (Issue 603)
In which we discuss the opportunities and dangers in calling business prospects before business hours or on weekends and holidays. Read more »
A Little More Zip (Issue 581)
In which we are reminded to bring something new and tantalizing on our sales calls to engage our clients. Read more »
We Are Seriously Social.