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Posts tagged ‘sales’

Top five gadgets financial professionals need in 2015

Top 5 Tech Gadgets Financial Advisors Need in 2015



I remember when I got one of the early generation iPods as a gift. It was my first piece of “emerging” technology, and it promised brand new experiences. More than just a device to me, it was a truly engaging digital experience. I was hooked. I’ve since dedicated my life to technology and its…

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How to create your relationship plan: “Yesterday you were a prospect, today you’re a client!”



Over the past few years, I’ve heard the joke that ends with this punch line: “Yesterday you were a prospect, today you’re a client!” It resonates in the sales world because of the feeling some clients have once they sign on the dotted line. It’s a feeling of under appreciation and…

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