Today I returned a call to one of the largest financial services companies in the world. Last week they called me about a program that I do on growing sales through relationship mining. (I was feeling proud of myself…THEY called ME!) I returned the call, and spoke to a very professional assistant that said she […]
Read MoreLast week I spoke at a conference in California to a group of financial advisors from one of America’s largest banks. After my presentation on growing your business by building your relationship network, an advisor came up to me and asked, “What financial products do you think are “hot” right now? My answer was to […]
Read MoreAs a sales and marketing strategist I am often asked “What can we do to train our salespeople to compete more effectively?” In addition, as a speaker, I am asked to get the troops fired up about what they are selling. Motivational speakers often inspire us, but often they don’t deliver techniques, and often sales […]
Read MoreThis morning I was talking to a new friend from Milwaukee named Rochelle Lamm. Rochelle has been at some of the highest levels of the investment business over the last four decades (I hope I don’t get yelled at for making that statement!) We were discussing how [tag]salespeople[/tag] need to focus, not try to be […]
Read MoreLate yesterday, I received an email from Larry Littler, an investment wholesaler with John Hancock Financial Services, with an idea on how he touches his clients in a memorable way. Over his twenty years in the investment business, Larry has consistently been a top-decile sales leader. Larry’s email spoke of the importance of developing professional […]
Read More(PRLEAP.COM) Business strategist and professional speaker Michael Roby will be addressing the personal advisors of the Ameriprise Branches in Mankato, MN on February 19, 2007… To read the complete press release, click the following link: http://www.prleap.com/pr/62331/
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