10 Reasons Why Many Dislike Doing Financial Sales to Consumers
10 Reasons Why Many Dislike Doing Financial Sales to Consumers
Sales is not an easy job. Financial sales is even tougher. Since it involves numbers,...
7 Secrets how the Old Rich Achieve Success with Wealth Managers
7 Secrets how the Old Rich Achieve Success with Wealth Managers
Ever wonder how the old rich became mega-wealthy today? Ever wonder why the new...
8 Reasons why customers don’t understand the value of Wealth Managers
8 Reasons why Customers don't understand the value of Wealth Managers
How often do you hear from customers:
"Your fees are too expensive, your rates are not...
Are you Behind Sales Target at the end of August?
Are you Behind Sales Target at the end of August?
A Slow August
It is by no coincidence that many Personal Bankers take a much needed...
3 Hot Tips for Personal Bankers in September
3 Hot Tips for Personal Bankers in September
September is the most important month of the year. It is the beginning of the final lap...
Top 2 Products to build a Strong Relationship with Clients in Retail Banking
Top 2 Products to build a Strong Relationship with Clients in Retail Banking
Ever wonder which is the best investment product to start talking to customers...
10 Reasons Why Unit Trust Can Help to Build a Strong Relationship With Clients
10 Reasons Why Unit Trust Can Help to Build a Strong Relationship With Clients
No.1 You get to Engage Clients Anytime
You are able to discuss...
8 Reasons Why Dual Currency Can Help to Build a Strong Relationship With Clients
8 Reasons Why Dual Currency Can Help to Build a Strong Relationship With Clients
No. 1 You get to Engage Clients Anytime, 24 Hours a...
14 Questions Personal Bankers Get Daily
Why is your bank fixed deposit rate lower than other banks?
Banking starts with deposits and that's where savings and emergency funds are placed in....
A Fun Day in Wealth Management Sales
No. 1 - Introducing Products In Retail Banking
Typical Retail Wealth Management Products:
Insurance-Linked Products
Unit Trusts
Structured Products
Customer: I don’t like Insurance and I...
