Do your sales efforts need a social selling makeover? Many of my newer clients swear by their social selling results. Many of my old line manufacturing organizations are still struggling to get their sales teams to begin using a social selling process. I think the problem is more terminology based…
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What are the critical numbers for your advisory practice in 2019?
Last week we talked about how financial advisors can better understand their clients needs for a successful 2019. Using the soft side of client relationships ensures a seat at the table. Today we help you evaluate what are the critical numbers you need to monitor closely in 2019 to build…
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