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There were 4 articles found in this category:
  1. questionClients for Life
    Here's a test for you: Do you feel you provide outstanding service to your clients? Is it your objective to have them buy not just once from you, but many times over the course of their lifetime? Many sales people in financial services will have answered yes to these questions. They want a lo ...

  2. questionMaking Successful Calls
    The sales process does not change just because you are selling over the phone. The medium is different, the process is the same. It is the same with the one notable exception: because you are calling the potential client – in essence, interrupting their world - you have to get over that a ...

  3. questionLoyalty
    Loyalty It's something that every company is after: loyal customers. That is the typical corporate message and goal but not the realization of most. As with many things in life the tendency is to want the benefits without having to pay the price. How do you create loyal client? When I ask peo ...

  4. questionWord of Mouth
    Word of Mouth When asked how most financial institutions get new business most will say it's by "word of mouth advertising". Word of mouth is by far the most cost effective and easiest way to get new business. It's not surprising then that asking for referrals ranks up there as the single bigge ...