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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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“Why I’m So Interested In Selling,” Ned Miller

Partners in Excellence

After working in the Credit Department of a bank in Toledo, Ohio while attending law school at night, he jumped at the chance to double his salary as the Credit Manager of a Ford dealership. My father’s next career was in insurance. Dad truly believed that selling insurance was a noble profession.

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Pitch Your Product in Two Sentences

Mr. Inside Sales

Elevator pitch example #3: “ _, the ABC company gives homeowners complete peace of mind by eliminating routine maintenance costs and insuring against unexpected expenses. Your customers (and your bank account) will thank you for it! ON DEMAND SALES TRAINING THAT GETS RESULTS!

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100 Most Prospected-to Companies of 2018

DiscoverOrg Sales

Insurance. Bank of America. Unlike UnitedHealth Group, Bank of America is divesting from their money-market fund product, selling off a credit-card business, and responding to multiple costly data privacy issues. For sellers, context is everything. Before we dive in, let’s take a quick look at the most-prospected-to industries.

Company 156
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The Adapter’s Advantage Podcast: Episode 22 Featuring Rhomes Aur

Allego

Aur has over 40 years of experience in the financial services industry and more than 33 with First Horizons Advisors , the wealth management division of First Horizons Bank. He has served in a wide range of different roles across retail, commercial, banking management, strategic planning, wealth management, and private client.

Banking 147
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Protect Your Small Business From Scammers

Pipeliner

Fortunately, there are ways you can protect yourself from getting scammed in the first place and commercial insurance policies to help you recover if you do fall victim. For example, if hackers breach someone else’s system, they can edit emails so that even though the invoice is legitimate, the bank account information is not.

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2 Ways to Understand Your Buyer’s Needs: Why Insurance Agents Should Understand Demand & Non-Demand Sales Cycles

Hyper-Connected Selling

In coaching hundreds of insurance agents over the years, I’ve become aware of a challenge that has arisen for many of them. They don’t sell a few straightforward insurance products anymore. The two most common products in this category are auto and home/fire insurance. Non-Demand Products.