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Registered Rep.
October 1, 2006
Matt Oechsli |
Your Opportunity Antenna Financial advisors should think in terms of having two automatic antennas in your brain: fear and value. This means one antenna is sabotaging your goals while the other is helping you. The good news is that you can develop habits to activate the right one.   |
Financial Planning
October 1, 2006
Bryce Sanders |
Practice Tips You have relationships with high-profile people in the community who could be great financial planning clients. But how can you approach them without putting the friendship at risk, or coming across as pushy or desperate? |
Financial Planning
October 1, 2006
David J. Drucker |
Stock and Stability Next Financial Group attracts reps tired of change and teaches them how to create proper seminar invitations, how to attract attendees who qualify as ideal clients and, in short, how to put on seminars as advisors, not marketers. |
Financial Planning
October 1, 2006
Swift & Gary |
12 Media Don'ts As a financial advisor, print media can boost your profile and sales, but you have to treat journalists right to keep them coming back for more. Here's how. |
Financial Planning
October 1, 2006
John Nersesian |
Fitting the Profile Successful advisors recognize that interviews are the best way to learn about clients' objectives, motivations and expectations, all of which are key to framing comprehensive, integrated wealth management solutions. |
CRM
October 1, 2006
Lior Arussy |
Beware the Faulty Satisfaction Survey Market research firms must measure complete experiences to help clients differentiate products and services. |
CRM
October 1, 2006
Colin Beasty |
Business Problem: Salespeople need on-the-road access to opportunity, lead management, and other SFA-related functions. Tech Solution: mobile sales tools. Avidian Prophet for Palm... iEnterprises CRM on the Go... Salesforce.com Offline PDA Edition... |
CRM
October 1, 2006
Lamb & Sakhnini |
Driving Direct Marketing's Next Generation The opportunity for muscular returns continues to grow. Direct marketers must make fundamental changes to navigate this new multiproduct, multisegment, multichannel world. |
CRM
October 1, 2006
Jessica Sebor |
Tie-Ins: They're All About the Booty (Arrgh) This past summer's Disney-fueled pirate craze forces a question: What does a station wagon have to do with the Jolly Roger? The campaign worked because the movie and the car company found a common link in family-oriented marketing. |
CRM
October 1, 2006
Coreen Bailor |
Service Sells Delivering a seamless, straightforward customer experience that lives up to its promises can help companies get repeat, more profitable business. |
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