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Are you making these calls?

As technology becomes more and more prevalent in our society, financial institutions have gone through an interesting phenomenon. They used to see the client all of the time because they HAD to come into the branch to accomplish everything.


New Business Ideas

Business is Tough?


New Account Manager Introduction Call

The main idea behind making a new account manager call is to introduce oneself to the client. That objective makes total sense if your account managers are in the practice of regularly (2 x per year min.) calling their clients in a follow up capacity.


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.


Incoming Rate / Product Inquiry

Companies spend thousands and thousands of dollars in marketing and advertising with one primary objective: to have prospective customers contact them to purchase their products and services.