The term “wealth management” is said to be almost 100 years old, but the idea of protecting, managing, and growing our assets can be recognized […]
7 Effective Sales Tips to Focus on the Right Deals
Selling does not have to be as hard as many make it out to be. In fact, sometimes it can be quite simple. Here are […]
4 Steps to Building an Effective Sales Culture
As a sales coach, I travel the country meeting with executives, business development managers, sales directors and others in charge of growing companies. If they’ve […]
What is Business Intelligence?
Jane always spends the equivalent of a few days per month compiling monthly Oversight Committee Reports. These reports always included several different types and inputting […]
Your real value is in sharing client experiences
As a sales consultant, I had the opportunity to work with a company on the West Coast, a multibillion-dollar financial institution. They were telling me […]
4 Ways to Get Your Data Conversion Right the First Time
Times change, and the old way of doing things just isn’t working out. Sound familiar? In companies and organizations across the world, the story repeats […]
Everyone has a price, but few know their value
Back in 2000, I was 28 years old and sitting in the front row at a sales conference in Indianapolis. Tom Batchelder, the author of […]
Falling into the Commoditization Trap
What do a gallon of gas, a bushel of corn, and pork bellies have in common? They are all commodities. Commodities are products that are […]
A Beginner’s Guide to Trust or IRA Data Conversions
If you’re reading this article, it’s probably because your financial institution has adopted a new accounting platform for your trust or IRA — and you’re […]
