What do you think of when you hear the word “innovation”? Honestly, there have been times when I have heard that word and wanted to […]
Blog & Articles
Can the Trust Industry Avoid Becoming the Next ‘Blockbuster’?
Do you remember Blockbuster when Netflix disrupted the video rental industry? Over a 3-to-5-year period, customers and the market changed right in front of their […]
16 Business Intelligence Terms to Understand the Jargon
You may have reached a point where you realize that you have a lot of data collected about your business but no real way to […]
What is Wealth Management? A Brief Introduction
The term “wealth management” is said to be almost 100 years old, but the idea of protecting, managing, and growing our assets can be recognized […]
7 Effective Sales Tips to Focus on the Right Deals
Selling does not have to be as hard as many make it out to be. In fact, sometimes it can be quite simple. Here are […]
4 Steps to Building an Effective Sales Culture
As a sales coach, I travel the country meeting with executives, business development managers, sales directors and others in charge of growing companies. If they’ve […]
What is Business Intelligence?
Jane always spends the equivalent of a few days per month compiling monthly Oversight Committee Reports. These reports always included several different types and inputting […]
Your real value is in sharing client experiences
As a sales consultant, I had the opportunity to work with a company on the West Coast, a multibillion-dollar financial institution. They were telling me […]
4 Ways to Get Your Data Conversion Right the First Time
Times change, and the old way of doing things just isn’t working out. Sound familiar? In companies and organizations across the world, the story repeats […]
