Remove tags financial-services
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Building Long-Term Success with Ivy Menchel

criteria for success

Ivy is a Family and Business Wealth Advisor at Capital Management Group , providing confidence and financial independence for individuals and families facing life-changing events. She authored the workbook “Define Your Wealth” and co-authored the e-book “Navigating Your Divorce: Legal, Financial and Emotional Basics.”

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Finding the best CRM for financial advisors

Apptivo

CRM in financial planning helps financial advisors and companies manage their client relationships efficiently and effectively. Why Do Financial Advisors Need CRM? For every organisation, the customer is at the core, from offering the best service to ensuring they are offered the best financial advice. Easy to use.

CRM 52
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Unveiling virtual data rooms (VDRs) for due diligence processes

PandaDoc

Due diligence is an in-depth examination of a target company’s financial, legal, and operational aspects. You can create customized folders and apply tags to categorize documents systematically and intuitively, enhancing efficiency during due diligence examinations. This allows users to minimize the time spent on manual work.

Data 52
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3 Principles of Effective Crisis Communications for Agile Marketers

Sales and Marketing Management

Today, nearly 90% of B2B sales activities are conducted remotely via phone, videoconferencing, or the web, and customer preference for tech-enabled sales interactions has spiked dramatically in recent months, as have preferences for self-service options. Context matters, but content is king.

Marketing 166
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Three Steps to Improved Negotiation and Sales Success

Braveheart Sales

Kind of weird for people who are supposed to extract money from others for goods and services. Additionally, some people from families with limited financial resources may be impacted by that as well and bring a mentality of scarcity to their work life. How hard is it to discuss money? Deep-Rooted Beliefs.

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Best Seismic Alternatives and Competitors for Enterprise Sales Teams

Bigtincan

We have micro-apps for almost any sales or service application, and will help you custom-tailor a platform that works best for your workflows. You can read more about our coaching features in this blog and more about our training features in this blog. Add an expense calculator micro-app to your homescreen for all sellers.

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Overcoming Barriers: How to Handle Objections in Sales Calls

LeadFuze

In this blog post, we’ll delve into the art of handling sales objections effectively. Price Objections The price tag is often where prospects hesitate. You can handle this objection without compromising on what makes your product or service awesome. You can demonstrate value while respecting their financial limitations.