article thumbnail

Preserving Financial Services Knowledge During the Great Resignation

Allego

This planning will pay dividends long into the future, as the process can be used not only to harvest the wisdom of retirees but of any top performer at the company. Harvesting the institutional knowledge of advisors, product managers, and subject matter experts (SMEs) is essential. Replicating “A” Players. Preparing for a New Era.

Harvest 118
article thumbnail

The Pipeline ? Shrink Your Way To Success

The Pipeline

Stored in Attitude , Business Acumen , EDGE Sales Process , Metrics , Productivity , Sales Success , Territory Alignment , execution. By shrinking your territories, strategically where it make sense. This concern applies to coverage for existing accounts, or harvesting the new business opportunities.

Pipeline 212
Insiders

Sign Up for our Newsletter

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

article thumbnail

How to Keep Institutional Knowledge from Falling Off the Demographic Cliff

Allego

This planning will pay dividends long into the future, as the process can be used not only to harvest the wisdom of retirees but of any top performer at the company. Harvesting the institutional knowledge of contributors and subject matter experts (SMEs) is essential. Replicating “A” Players. Preparing for a New Era.

article thumbnail

3 Things Some Pundits Won’t Tell you about Cold Calling – Part 2

The Pipeline

Some can sustain their career from harvesting their base, even as their companies are starving for new customers. Pundits can live off their reputation, and declare cold calling dead. Ask yourself what your attrition rate is, and more importantly, how much upside is there in replacing them with new networks of revenue.

article thumbnail

What You Need to Prospect Successfully

Anthony Iannarino

You need a plan for your territory. If you want to harvest, you are first going to have to plant seeds. You make prospecting easier when you have a framework and a strategy that produces results. Here is what you need to prospect effectively in B2B sales. Start Your Prospecting with a Plan. Be Professionally Persistent.

article thumbnail

The Root Causes of Your Poor Sales Results

Anthony Iannarino

There is no territory or account planning. This is the same as wanting a good yield at harvest time without having planted the seeds necessary. Many leaders offer their people suggestions, allowing them the option to decide for themselves what they do and how they do it.

Harvest 75
article thumbnail

How to Acquire the Prospecting Mindset

Anthony Iannarino

You are not going to harvest in fall if you didn’t plant seeds in spring. You don’t call every company in your territory because you can’t help any of the companies that would not benefit from your insights, advice, and solutions. You can only break yourself against them.”