Remove what-you-should-know-about-financial-stress
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Showing Off Your Emotional Intelligence

FMG Suite

This article was first featured in Financial Advisor Magazine on Feb 6th, 2023. According to Pershing Advisor Solutions, over 60% of investors believe that most financial advisors make the same promises. So, what can you do to stand out to your target market? Should you make the mood friendly and approachable?

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Insurers: Beyond Transactions, What’s Your People Policy?

Salesforce Marketing Cloud

At Salesforce, we ask, “What do people truly want when they interact with their insurance company?” For the insurer, this puts an unnecessary administrative burden on their employees, who should be focused on building relationships and delivering value. Carefully designed onboarding can instill trust and reassurance.

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B2B Sales In A Slow Economy: How New Business Relationships Can Fortify Your Future

Marketing Insider Group

Here’s how you can still maintain those new relationships you’ve created before this pandemic happened. Let them know that your website is live and operational and that they don’t need to visit your physical store to get their orders processed. Be transparent about stock and shipping. Move your communications online.

B2B Sales 351
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How to Integrate Your Unique Value Proposition into Your Content

Marketing Insider Group

Your value proposition (VP) should tell consumers why they should choose to do business with you instead of your competitors. In other words, they care about getting reasonable prices, convenience, and shopping with brands whose values align with theirs. How do you relay this seemingly complex message effectively?

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What Is Sales Commission? Formulas, Examples, and Best Practices

Salesforce Marketing Cloud

About 69% of sales professionals say selling is more difficult now than in previous years, according to Salesforce’s State of Sales report. To keep your sales team motivated when things are tough, you need to reward them for their victories. What you’ll learn: What is sales commission?

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Better Sales Coaching: 7 Effective Sales Coaching Techniques

Zoominfo

It’s true that most sales professionals improve with experience, but if you can provide feedback and personalized goals, it’s possible to accelerate the learning process and get your sellers engaging with prospects faster. A modern sales coaching program is something every sales development leader should have in their arsenal.

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Your Ultimate Guide to Marketing Automation for Financial Services

ClickDimensions

Marketing Automation has played a huge role in the success of many financial services, such as accounting and legal, when nurturing and engaging customers throughout their journey. Email can be used to provide relevant content, facilitate updates about business changes/improvement and even send over event invites.