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Word of Mouth

When asked how most financial institutions get new business most will say it's by "word of mouth advertising". Word of mouth is by far the most cost effective and easiest way to get new business.


Making Successful Calls

The sales process does not change just because you are selling over the phone. The medium is different, the process is the same.



It's something that every company is after: loyal customers. That is the typical corporate message and goal but not the realization of most. As with many things in life the tendency is to want the benefits without having to pay the price.


Clients for Life

Here's a test for you:

Do you feel you provide outstanding service to your clients?

Is it your objective to have them buy not just once from you, but many times over the course of their lifetime?