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6 Tips for Converting Leads into Clients Be informed and ask the right questions to establish credibility and trust. |
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July 1, 2009
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Optimizing ROI Through Targeted Prospecting In any business, one of the most important decisions you will make is where to invest your limited resources. Here are tips for increasing your return on investment (ROI). |
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Intelliverse Launches Hot Transfer Feature for Managed Lead Generation New solution accelerates sales opportunities by immediately transferring the hottest leads to salespeople. |
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Seal the Deal What can you say to make prospects say yes? |
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Master the Art of Saying Less and Selling More Make every word you say count by becoming a better listener. |
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Right on Target Hit the mark with prospective customers by learning how to find their hot buttons. Here are four "hot button" tips. |
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August 2007
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First Impressions Financial advisors require solid business presentation skills to secure new clients. The initial consultation is simultaneously a vital marketing tool and a challenging obstacle to success. |
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Mastering the Alignment of Sales and Marketing With today's connected customers, engagement is more vital than ever. |
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Mind If I Ask... You don't have to be a master inquisitor to ask your prospects all the right questions. Learn how to set yourself up to seal the deal every time. |
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Want to Sell Smarter? Don't Overcommit on Low-Value Engagements People are your top resource -- so have them focus on engaging in person. |
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How to Succeed in Sales on Commission Only Commissioned sales can be quite lucrative if you have the skills and a good product. |
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Get With the Program Some tips on how to start -- or enhance -- your financial advisory business' marketing program quickly and efficiently. |
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Sales Shape-Up Ready to ramp up your sales -- fast? Our 30-day action plan takes your business to new heights. |
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December 2005
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Make No Mistake The things you do -- and don't do -- could keep you from closing sales. Watch out for these 5 common mistakes, and learn how to avoid them. |
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Back Off! Being friendly is good, but being too chummy to make the sale is not... |
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November 2, 2009
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Channel Coach: Building Trust and Building Sales The best way to build trust is to always deliver on promises and commitments. |
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Wind In Your Sales Your business won't make any headway without stellar sales. Here's all you need to know to grow at a rapid clip. |
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The Come-Back Kit Repeat customers are the heart of your business. Here's how to reel them in. |
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Disputing the Demise of Classic Sales Strategies Modern technologies must be combined with tried-and-true techniques. |
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Are You Ready To Deliver Your Value? Integrating passion, respect and confidence into interactions with wealth management clients. |
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Seize the Day The more you're in front of prospects, the better chance you have of creating good timing. Many executives agree that most sales happen after the fifth call. |
AFP eWire
November 6, 2013
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Get Real With Your Prospect List A prospect lists is a great tool to help fundraisers be effective and efficient. It's time to get real with your prospect list so you can engage and inspire everyone on it. |
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Character Sketch What are your salespeople made of? If they have the following traits, you're in good shape. |
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14 Tips for Small Companies to Thrive in a Down Economy Instead of giving succor to all the negative blathering, buckle down and determine to take three actions every single day to improve your company's revenue. Here are some suggestions. |
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Sales Success Tools -- Part 2: Opportunity Management Online marketing consultant Joy Milkowski, founder of Access Marketing Company, talks about sales management tools. |
Financial Planning
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13 Steps to Avoid Fumbling Your First Meeting With A Prospect Whether you are relatively new to the planning business or have been in the profession for decades, odds are you have lost potential clients as a result of mistakes made at a first meeting. |
Commercial Investment Real Estate
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Prospecting 101 Master the basics of finding new clients. |
Entrepreneur
October 2005
Barry Farber |
Winds of Change Are you having trouble showing customers the benefits of your offer? Try these 10 tips to make them realize what they're missing. |
Entrepreneur
August 2005
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Behind the Magic How do stellar sellers work their magic? From the first cold call to closing the deal, discover the top sales secrets of some seriously successful salespeople. |
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September 19, 2014
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In Dating and Sales, Content Is King Five steps to help you seal the deal. |
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Salesforce.com Launches Salesforce1 Sales Reach The solution gives sales teams access to powerful marketing tools on the go. |
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December 5, 2014
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Align Sales and Marketing with CRM Insight Gain a complete view of the sales funnel to achieve a common goal. |
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Setting Sale Is your business anchored down by a stale sales plan? Learn how to navigate the 5 biggest sales challenges facing entrepreneurs today, and get back on course. |
Registered Rep.
November 1, 2005
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Successful Prospecting Habits Current research clearly states that affluent Americans are searching for a trusted "go-to" financial coordinator, but they do not know where to look or whom to trust. Here's what advisers can do to win these sought-after clients over. |
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May 1, 2009
Bill Taylor |
Cover Your Assets: Protecting Customer Data Protecting your customer and prospect information is essential and is one of the most important actions you can take to protect your business. So here are four steps you can take to capture and protect your business' most important asset - information! |
Entrepreneur
April 2008
Barry Farber |
Wrap It Up The end of the deal is near. Get ready to close - or to ditch it all together. |
Registered Rep.
March 8, 2012
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The 3-Step Process for Closing New Prospects Many advisors put a great deal of thought into how they'll find affluent prospects, but less on how they'll convert these prospects in to clients. |
AFP eWire
March 18, 2015
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3 Mistakes You Make When You Meet Prospects If you're like most fundraising professionals, you make three costly mistakes whenever you meet with prospects and donors. |
Entrepreneur
December 2007
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Some Like It Hot 5 secrets to never making another cold call. |
Job Journal
February 5, 2006
Rich Heintz |
Sell Yourself Like a Pro Looking for a job? Think like a salesman. Here are some general sales strategies that might help in your job search. |
Entrepreneur
December 2005
Kim T. Gordon |
Triple Threat Want to boost your consulting practice in the new year? Power up your sales and marketing programs by following 3 key steps. |
Entrepreneur
April 2009
Barry Farber |
Sell Value, Not Price Find the price point that covers your costs and provides a profit margin. |
Entrepreneur
March 2004
Barry Farber |
Hitting the Wall Is talking to certain prospects like talking to a brick wall? It may be time to cut your losses and walk. |
PHONE+
April 8, 2009
John Chapin |
7 Tips for Selling More in a Tough Economy Salespeople can minimize the impact of the economy on sales by following these tips. |
