by rykiel bterrani | Oct 29, 2024 | Industry Trends
This article was contributed by Emily Reed, CEO of HeyAdvisor. Seventy-six percent of advisors agree that technology will be critical to their success over the next five years, and it’s easy to see why. Efficiency and client satisfaction have become essential...
by rykiel bterrani | Oct 22, 2024 | Industry Trends
Sales leadership in small and medium-sized businesses (SMBs) is often a balancing act. You need to manage a fast-paced sales pipeline, lead a team of sellers, and forecast revenue accurately—all while keeping up with the day-to-day demands of a growing company. To...
by rykiel bterrani | Oct 17, 2024 | CRM Insights
The Canadian market is unique, filled with opportunities and challenges that require businesses to adapt quickly and efficiently. From navigating regional requirements to adhering to strict data protection laws, sales leaders in Canada must balance customer engagement...
by rykiel bterrani | Oct 10, 2024 | CRM Insights
Meeting client expectations has never been more important for financial advisors. With clients seeking personalized, timely, and proactive financial advice, the ability to manage client relationships effectively is key to maintaining trust and growing a successful...
by rykiel bterrani | Oct 8, 2024 | Sales Leadership
According to Forbes, nearly two-thirds of a sales rep’s time is spent on non-revenue generating activities. In today’s hybrid sales environment, with growing customer bases and an increase in demand with customer expectations, sales reps spend disproportionate...
