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Financial literacy training promises improved performance and higher retention

Selling Essentials RapidLearning Center

Why do high-performance organizations train employees in financial literacy, even if they don’t handle money for the organization? Withstanding the shocks Of course, financial education and training isn’t a panacea. For example, SHRM says, M&T Bank reports that its financial literacy program has spurred $5.1

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Please Stop the Ongoing Insanity in Bank Sales Training

Increase Sales

During lunch a Vice President of a regional bank asked me this very pointed question: Why doesn’t sales training for banks stick? My quick and direct response was “banks and other financial institutions continue to use the same training providers they have been using for the last 20 plus years.”

Banking 136
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Driving Performance in Financial Services: The Allego Advantage

Allego

Empower Client-Facing Teams: Speed up training and streamline content delivery to reduce costs and make your teams more agile. Allego’s Impact Across Financial Sectors Allego offers targeted solutions for a range of financial services firms , including asset management, wealth management, banking, and insurance.

Insurance 118
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A sales rep’s guide to customer retention: 5 ways to keep your buyers coming back

Nutshell

Most sales training focuses on prospecting , lead nurturing, and closing techniques. So today, we’re diving deep into the world of customer retention. Keep reading to learn what customer retention is, why it’s vital to business success, and what you can do as a sales rep to better retain your customers.

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A sales rep’s guide to customer retention: 5 ways to keep your buyers coming back

Nutshell

Most sales training focuses on prospecting , lead nurturing, and closing techniques. So today, we’re diving deep into the world of customer retention. Keep reading to learn what customer retention is, why it’s vital to business success, and what you can do as a sales rep to better retain your customers.

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Sales Training vs Sales Enablement: Sales Training 101

LeadFuze

Sales training accounts for less than one-third of what you should be doing to enable sales. If your sales enablement initiative is not having a big enough impact, it could be because of the common mistake made by companies to confuse training with enablement. Most sales training is focused on the basics of a company and its products.

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Streamlining Personal Finance Can Empower Business Finance and Growth

Smooth Sale

That includes bank statements, payment invoices, bills, paychecks, end-of-year tax forms, and anything else you think might be relevant. Scouring your bank statements is the best way to do this, and you will want to ensure you are doing it as effectively as possible. Learn more to train teams and join the advocacy program.