by rykiel bterrani | May 6, 2025 | Industry Trends
In a time when referrals start on LinkedIn and clients fact-check advice with a tap of their screen, trust in financial services is no longer built solely in person. Today, it’s sustained digitally—through your systems, your speed, and your ability to deliver...
by rykiel bterrani | Apr 29, 2025 | AI Innovation
Talk to any sales leader right now, and somewhere in the conversation, AI will come up. Usually followed by a pause. A side-glance. A comment like, “It’s impressive, but…” The hesitation is real. A 2023 Forbes survey found that over 40% of business owners are...
by rykiel bterrani | Apr 22, 2025 | CRM Insights
Success in financial services isn’t just about assets under management (AUM), annual bonuses, or the number of policies sold. It’s about what you do daily. In this business, momentum is built in the quiet, consistent habits that keep clients engaged, compliance...
by rykiel bterrani | Apr 14, 2025 | Sales Leadership
Prospecting remains the toughest challenge in sales—69% of sellers say it’s the hardest part of their job. And with email engagement hovering at 3%, according to Mario Martinez Jr., it’s clear that generic, one-channel outreach is losing its edge. If you want your...
by rykiel bterrani | Apr 10, 2025 | AI Innovation
In sales, timing is everything. You’ve seen it firsthand: the difference between a well-timed follow-up and a lost opportunity; a rep that needs a nudge today versus a pipeline review at the end of the quarter. The question is no longer if data should guide your...
