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Congratulations on closing the sale!  The contract is signed and implementation is moving forward.  Time to move on, right?  Wait! Not so fast. Often overlooked is a retrospective meeting with decision makers.  This is an opportunity to look back, debrief the process, and tweak your tactics.  A retrospective conversation is a way to know what ...

For financial services brokers, agents, advisors and money managers, there is stiff competition. Many are offering similar or the same services, making the same promises, even seeking the same clients. In this environment of “sameness”, how can you set yourself apart from the competition, both in actuality an image? The answer is outstanding customer experience. ...

Contact management software is critical to the operation of any sales organization. It is a new age of sales. The sales force are digging in and really find out about their prospects and their barriers, needs and wants. This approach also greatly affects contact management, and the choice of a usable contact management software. Being able to ...

Many people think of quitting when they face seemingly insurmountable setbacks. Worse, for some, a life-altering dilemma can threaten their futures. But no matter the route of our life journey, a strong mindset dedicated to overcoming obstacles, including injuries, can lead us down a path we never envisioned—and all for the better! Good Health and ...

Saving money is something to strive for all year round, but sometimes, it’s good to put extra effort into a reset with the new year. If you’ve taken the step to insure your business, you’re demonstrating your commitment to financial security even if catastrophe strikes. But you shouldn’t be spending too much money or paying ...

The creator economy is thriving exponentially; a 2022 study from Adobe estimated an increase in the number of creators from 165 to 303 million over the last two years, almost 4% of the global population! The market itself was estimated at $16.4 billion in 2022, a growth of more than 860% since 2016. And it’s ...

Managing stress is crucial for any workplace. According to Vivian Health, over 52% of employees take stress-related absences. Stress also leads over half of the workforce to apply for or consider moving to new jobs. Your sales team is likely to feel the strain—especially since sales is listed in the top ten of Vivian Health’s ...

It’s the final crunch time to reach sales goals by the end of the year. Don’t let the excitement of the holidays distract you into complacency. Instead, use the holiday spirit to drive you to success. Start by evaluating your preparedness for the unexpected with a plan and business insurance, then create incentives that make ...