Performance Press
3 Steps to Embrace Sales Growth
For your sales team, complacency will be its downfall. You need high performing salespeople who are competent in the art of adaptation.
Understand your Clients' Problems Before Offering a Solution
When attempting to provide a client with a new financial product, it is important for advisors to realize that they are offering a solution to a challenge or problem, rather than simply a way to increase a client's earnings or secure his or her wealth. How do you prepare for and structure the initial meeting with a prospect? What do you do to show an existing client that he or she has a need for [...]
Increase Sales Team Performance to Better Serve Clients
Management needs to focus on sales team performance to ensure the delivery of a meaningful and effective client experience.
After Delegating to Technology, Seek Harmony
How can you leverage technology to improve workflow, enhance productivity, and drive performance?
Add Variety to Your Product Offerings
Seeking out new products and finding new avenues you can use to help your clients reach their professional and personal goals lies at the foundation of providing value-added service. Do you hold periodic interviews with your existing clients, as well as your prospects? Have you developed a system for assessing client histories to look for any gaps in coverage or service? Financial services [...]
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