How to Accelerate Sales Productivity for Financial Services
JANUARY 23, 2020
Joe spent several decades in the Wealth and Asset Management business, managing and leading both Advisors and Wholesaler Investment Consultants. The determining factor behind these selections is that such expenditures will either make their products, services and people more relevant to their end markets or make their overall efforts more effective in growing baseline revenue. Individually and collectively, we created a ‘surround sound’ that allowed our client to join in the chorus.