Remove Conversion Remove Insurance Remove Study Remove Training
article thumbnail

How to Prevent a Submarine from Sinking

No More Cold Calling

We all had different points of view about lead generation , and conversations often got heated. The program was a case study. We were asked to discuss the issues that concerned us from our different vantage points so that, in the end, the client in the case study would be particularly well-served and protected.

article thumbnail

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
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Adapter’s Advantage: Kent Fitzpatrick on Fostering Client Relationships with Video

Allego

With over thirty years of experience, Kent is an Accredited Investment Fiduciary Analyst® from the Center for Fiduciary Studies, a Global Financial Steward® and a Certified Behavioral Finance Analyst. The conversations dive into the ups and downs of their journey.

Video 106
article thumbnail

Best Sales Books: 55 Top Picks for More Sales Conversations in 2023

Vengreso

Which are the sales books that will help sales professionals have more conversations and close more sales in 2023? The Objective Anyone of the books on my 55 Best Sales Books List should help you create more conversations, update your sales strategy for the new year, close more deals and/or help you become more successful.

article thumbnail

Five Ways Live Chat Can Increase Sales

Sales and Marketing Management

Moreover, a Zendesk Benchmark report indicates that 92 percent of chat conversations receive a positive satisfaction rating ( Source ). Power and Associates Social Media Benchmark Study, millennials are more likely to use online media for interactions than the telephone. Increased Conversion Rates. Reduced Cost of Customer Care.

Retail 206
article thumbnail

What Is Digital Consulting, and How Do You Start?

Hubspot Sales

From the skills and degrees or training needed to become one to the importance of hiring one, here’s everything you need to know about digital consultants and the job of digital consulting. From training and education to average salaries and expected job growth, here’s what you need to know before getting into digital consulting.

Salary 111
article thumbnail

Sales Managers – Why Isn’t Goal Setting Easy?

Anthony Cole Training

I was first introduced to goal setting in sales when I was an insurance agent with National Life of Vermont. I failed in the life insurance business. Yes, the tenets for success was still based on a formula of sales steps and conversion ratios from one step to the next, but. The General Agent was Dave and his manager was Bob.