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Spotting Opportunities

Newest Articles Date Posted

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.


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?


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".


New Business Ideas

Business is Tough?


Money Laundering and Terrorist Financing Legislation vs. Sales

It was brought to my attention a short while ago that the new "Money Laundering and Terrorist Financing Legislation" could really hamper the sales efforts of the team – especially when opening new accounts. At first glance that could be true and the way many people are feeling.