Are you Just Checking the Box?
The importance of client retention is real - are you paying attention to the details?
Effective Ways to Initiate Relationships with Consultants
Plans are Powerful. Create a plan to help you initiate relationships with consultants in an effective manner.
How Investment Pros Can Learn to be Part of the Sales Process
What can firms do to encourage and help their investment staff communicate better at finals?
Coaching Investment Professionals Effective Communications Techniques
Find the Time. Encouraging and helping investment teams to communicate better at a finals are key contributors to improving closing ratios.
Video Conference Use for Investment Professionals
To be or not to be? Using video conferencing and webinars as efforts to leverage time and save on resources.