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By Bill Brooks |
July 1, 2007
How do you manage the accounts you have already sold? In many cases, the most grueling and demanding part of dealing with customers is not in the sales process ? it?s after the sale is made. And that?s when the hard work begins.
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By Bill Brooks |
December 1, 2006
One of the most perplexing problems that advisors face daily is how to move a prospect along in a way that does not appear to be heavy-handed, manipulative, or as if the advisor is exercising undue pressure. Like a lot of things in life, there is a
