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The Ultimate New Client Presentation In this article, I will share the five steps to making a sale. Please remember that the sales ideas I discuss will need to be customized for your situation within the compliance guidelines of your firm. |
On Wall Street July 1, 2012 Todd Colbeck |
Turning Client Meetings Into Events When an advisor prepares to meet a client, is it a logical experience or an emotional experience? I would have to say both, but probably 90% logical and 10% emotional. |
AskMen.com January 15, 2002 Vatche Bartekian |
Men's Mood Swings Have you ever felt as though you weren't sure how you felt? That your emotions were cloudy and you were oscillating between happiness and sadness, anger or contempt? Have you ever had to apologize to someone for blurting out profanities and unintentionally hurting them? |
Entrepreneur December 2008 Barry Farber |
Buyers Know Want to know what keeps customers coming back? Why don't you just ask them? |
AskMen.com August 25, 2015 Ryan McKee |
Money Lessons For Children Many parents leave their kids out of the conversation when it comes to financial matters. |
Inc. November 2007 |
10 Questions for Andy Taylor Enterprise Rent-A-Car CEO Andy Taylor talks about his typical day and more. |
Entrepreneur November 2003 Barry Farber |
Trading Spaces When was the last time you sold from the customer's point of view? |
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12 Tips On Conducting Effective Meetings Regardless of what industry you're working in, meetings are an inescapable and crucial part of any business' success. |
CIO June 1, 2002 |
Dear CIO: Put on Your Sales Hat Salespeople are paid to craft innovative ways to sell. But what about the CIO? How good a salesperson are you? |