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Spotting Opportunities

Newest Articles Date Posted

Investment Opportunities for Lenders

I was in a branch recently speaking with a group of investment people. I asked what sales goals they were working on that week.

07/08/2024

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.

29/08/2012

Increase your confidence in selling

Why is it that when a client walks into our branch and tells us they have some money to invest we typically have no problem selling to them?

29/08/2012

Sales Focused or Service Focused?

I heard it again recently, someone trying to describe their financial institution's philosophy on selling and they said, "We're service focused not sales focused".

08/08/2012

New Business Ideas

Business is Tough?

07/08/2012