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Registered Rep.
February 21, 2007
John Churchill
Smith Barney Comp Pleasant Surprise Judging from initial reports from reps, the written version of the new plan is an improvement from the prior version -- a plan many reps equated to a pay cut despite the firm's insistence that it was "revenue neutral." mark for My Articles similar articles
Pharmaceutical Executive
January 1, 2006
Davenport & Fisher
Sales Force Survey Base pay is up and incentives are easier to earn as the pharmaceuticals industry tries to hang onto top performers and attract new talent. mark for My Articles similar articles
Pharmaceutical Executive
January 1, 2009
Carrie Fisher
Uneven Landscape The headlines are about layoffs, but some segments of pharma are still hiring. Pay, meanwhile, tightens. mark for My Articles similar articles
CRM
July 2007
Jim Dickie
Money Matters New incentive management solutions deliver top-flight tracking and compensation information to companies and reps alike. mark for My Articles similar articles
Entrepreneur
December 2004
Kimberly L. McCall
Remote Control Allowing sales reps to work off-site definitely has its perks, but before you try it, be sure telecommuting makes sense for your business. mark for My Articles similar articles
Financial Planning
May 1, 2007
Andy Effron
Practice Tips Finding time to recruit reps and grow your practice can be challenging. But if you're willing to supervise, perform audits and have a Series 24, you can potentially act as an Office of Supervisory Jurisdiction and collect overrides from reps. mark for My Articles similar articles
Pharmaceutical Executive
January 1, 2007
Davenport et al.
Sales Slip Even before Pfizer blinked, companies were asking, "What ails sales?" In this annual survey, 50-plus pharmas and biotechs answer the hard questions about reps' productivity, profitability, and what to do about it. mark for My Articles similar articles
Entrepreneur
March 2004
Kimberly L. McCall
Trump Card Could adopting a straight-commission system be a good bet for your business? mark for My Articles similar articles
CRM
December 13, 2013
Rogers & Stein
Three Keys to Igniting Sales Team Motivation Harness reps' drive to win by teaching skills for improvement. mark for My Articles similar articles
Financial Advisor
August 2005
David J. Drucker
An Uncommon Practice Management Guru What's so special about Joni Youngwirth? How about the career history and specialized training that make her the perfect advisor to reps, not to mention the passion she brings to her position, vice president of practice management. mark for My Articles similar articles
Registered Rep.
June 1, 2007
All About the Benjamins Reps say the darndest things. mark for My Articles similar articles
Entrepreneur
May 2006
Kimberly L. McCall
The Price Is Right Advice on winning the price wars. mark for My Articles similar articles
Entrepreneur
April 2004
Kimberly L. McCall
Fighting Mad Is infighting among your sales reps sidelining your business? Try these tips to get back on track. mark for My Articles similar articles
CRM
May 2004
David Myron
Is Your Compensation Plan Undermining Your CRM Initiative? How to create incentive plans that are in line with your corporate strategy. mark for My Articles similar articles
Registered Rep.
December 1, 2005
John Churchill
UBS: You Against Us? According to rank-and-file reps surveyed, UBS brass did a lot of things right this year and can take a bow -- and then quickly straighten up and fix the rest of what reps say is still ailing the firm. mark for My Articles similar articles
Entrepreneur
April 2006
Kimberly L. McCall
Break It Up If a customer calls to grouse about one of your sales reps, what should you do? Here are some ways to finesse this sticky situation. mark for My Articles similar articles
Pharmaceutical Executive
July 1, 2005
Mark A. Stiffler
Sales Management: Pay-for-Performance Incentive management helps align sales force strategy with pharmaceutical reps' compensation. mark for My Articles similar articles
Registered Rep.
September 1, 2004
Will Leitch
For Advisors, 2003 Was a Better Year The fortunes of advisors took a turn for the better in 2003, according to the annual report from the Securities Industry Association. mark for My Articles similar articles
Pharmaceutical Executive
May 1, 2005
Jennifer Juergens
Recognize Reward Retain: The Three Rs of Performance Management A recent study affirms that incentive programs can boost performance up to 44% if conducted in ways that address all issues related to performance and human motivation. mark for My Articles similar articles
Registered Rep.
January 1, 2005
David A. Gaffen
Wachovia Goes Halvesies Keep it simple. That's the idea behind Wachovia Securities new grid, one that offers a round 50 percent payout to brokers, once they pass a $9,000 production threshold. mark for My Articles similar articles
Health
February 2008
The Workout: Part 2 For weeks four through six, do this ramped-up, 25-minute version of the workout. mark for My Articles similar articles
Pharmaceutical Executive
August 1, 2005
Backpage: Feet-on-the-Street Interview A new survey asked pharmaceutical reps how their job has been changing. One bit of good news: A few reps think it's easier to get past the receptionist's desk. mark for My Articles similar articles
Entrepreneur
May 2006
Barry Farber
Star Qualities How can you make sure you shine in your customers' eyes? Adopt the top 5 traits clients say their favorite salespeople share. mark for My Articles similar articles
Pharmaceutical Executive
May 1, 2005
Sibyl Shalo
Out to Lunch? For the average pharma rep, a 13-minute sales oriented meal trumps a 60-second office visit, any day of the week. mark for My Articles similar articles
Entrepreneur
October 2003
Kimberly L. McCall
Along for the Ride Losing touch with your reps? Regular ride-alongs can help keep the connection alive. mark for My Articles similar articles
Inc.
September 1, 2009
Hofman & Joyner
A Sales Force Built Around Cold Calling To thrive in a recession, the sales force at iCore Networks focuses on cold calling mark for My Articles similar articles
AskMen.com
Nick Clarke
Apply Sales Strategies To Your Job There are lessons to be learned from sales people that can be applied to any job. mark for My Articles similar articles
Registered Rep.
December 1, 2005
Kevin Burke
Edward Jones: Whistle While You Work According to survey results, financial advisors working at this financial firm seem to be living a charmed life. Here's why. mark for My Articles similar articles
Investment Advisor
September 2010
James Manouse
IA Soapbox: B/D Marketing Departments Are Wrong A marketing department must help to make the affiliated rep the dominant rep in their local area. mark for My Articles similar articles
Investment Advisor
September 2009
Broker/Dealer of the Year, Division II Quick company stats of The Investment Center. mark for My Articles similar articles
Investment Advisor
October 2007
Kathleen M. McBride
A Shot in the Dark When giving advice on investments as full-service reps do, what is that worth as opposed to taking orders for execution as discount brokers do? It has been difficult to analyze whether full-service representatives are getting paid what they are worth, relative to their peers. mark for My Articles similar articles
Registered Rep.
October 1, 2006
Janet Arrowood
Protect Your Clients, Protect Yourself If registered reps don't sell their clients life insurance, someone else will -- and that's a risk reps probably shouldn't take. At least, that's one conclusion that can be drawn from the results of two separate studies. mark for My Articles similar articles
Pharmaceutical Executive
February 1, 2006
Nappi & Rodgers
Marketing to Professionals: Streamlined Scheduling Better scheduling of sales visits can increase doctors' receptivity to pharmaceutical reps. mark for My Articles similar articles
Entrepreneur
January 2003
Kimberly L. McCall
Training Day Coaching your reps on pushing a new product can help them play the selling game better. mark for My Articles similar articles
Financial Planning
July 1, 2006
David J. Drucker
Fee-Based Confusion Cambridge, Commonwealth and Securities America aren't your father's broker-dealers. Although they count reps of all compensation stripes within their ranks, they're clearly leading the new generation to a more professional business model. mark for My Articles similar articles
Entrepreneur
November 2005
Kimberly L. McCall
Split Decision Is hiring part-time sales reps a good idea? mark for My Articles similar articles
Investment Advisor
July 2006
Kathleen M. McBride
B/d Briefing: Two Faces of Wall Street Few financial professionals expect to work a 40-hour week on Wall Street. So it was surprising to see the extent of rep participation in class-action lawsuits over broker overtime, and the astounding settlements that have been awarded. mark for My Articles similar articles
CRM
April 2015
Oren Smilansky
Athenahealth Increases Engagement with Force Management's QStream Platform The learning-based gamification program teaches reps better sales techniques. mark for My Articles similar articles
Pharmaceutical Executive
February 1, 2012
Wilcox et al.
Sales Force Survey: Still Too Much Business as Usual? In the global battle for market share, the ability to adapt and mobilize your human assets around a responsive commercial model is a key variable of success. mark for My Articles similar articles
Entrepreneur
December 2003
Kimberly L. McCall
End Game The year's almost over, but it's no time to let your guard down. What can you do to keep sales from going into hibernation? mark for My Articles similar articles
Investment Advisor
September 2006
Woodbury Financial services Woodbury Financial is a big firm, with nearly 2,000 producing reps, and a big corporate parent in the form of The Hartford. But a simple comment on a Broker/Dealer of the Year ballot from one of Woodbury's reps was instructive on the firm's personal appeal to reps. mark for My Articles similar articles
Job Journal
February 19, 2006
Rich Heintz
Sales or Service? A close look reveals the differences between "telemarketers" and "customer service representatives." Here are a few questions you may want to consider while pondering your job choice. mark for My Articles similar articles
Registered Rep.
July 24, 2006
John Churchill
Despite Increased Competition, Rep Comp Stays Strong The brokerage industry is an increasingly difficult job market to break into, and an even harder one to stay around in. But for those who succeed, it continues to provide a pretty nice living, according to the SIA's 2005 Production and Earnings Survey. mark for My Articles similar articles
CRM
November 24, 2015
Oren Smilansky
Front Row Solutions Adds Sales Rep Mapping Tools to its Reporting System Geolocation features give sales managers greater visibility into sales rep activity -- where they are and what they're doing. mark for My Articles similar articles
Registered Rep.
October 1, 2005
Matt Barthel
Insurance and the Generation Gap Reps historically have been reluctant to sell life insurance because of the steep learning curve associated with the products, and there is evidence that many still are hesitant to put forth the effort necessary to grasp the products' nuances. mark for My Articles similar articles
Registered Rep.
July 1, 2006
Halah Touryalai
Ready to Punch the Clock? Most registered reps compare themselves to professionals, such as doctors and lawyers. However, it seems that according to an interpretation of federal law, financial advisors may be held to the same labor law standards as an hourly employee. mark for My Articles similar articles
Registered Rep.
April 1, 2008
Meet the Indies Choosing an independent broker/dealer to join isn't easy. We speak with five heads of independent broker/dealers about their businesses, an why you should join them. mark for My Articles similar articles
CRM
November 20, 2006
Dennis Costello
Leveraging the Employee Life Cycle Retaining good sales reps is a constant challenge for businesses today. Here are four ways to stem sales force turnover. mark for My Articles similar articles
Registered Rep.
March 1, 2007
The Road to Independence For some wirehouse reps, the business risk of facing a market downturn without the safety net of a big Wall Street firm is too great. That's why the first thing you need, indie reps say, is commitment. mark for My Articles similar articles
Pharmaceutical Executive
November 1, 2006
Barricklow & Bandy
Meetings: Before and After Maximize sales meetings by focusing on strong pre- and post-meeting initiatives. mark for My Articles similar articles