Based on Nadia Rashid’s long life in sales, selling a wide variety of products ranging from oil and gas to marketing technology, you would assume that she was always full of passion for selling. But she actually came into sales, as she puts it, “by accident.” “I didn’t grow up aspiring to be in sales,” […]

Discover how you can improve your marketing team's efforts with these carefully cultivated traits and tactics from financial services marketing experts!

When organizations think of sales and marketing alignment, they often focus on demand generation. As content continues to grow as a critical component in successful selling, organizations must now take steps to align around content as well. Because buyers are savvier and more educated, they expect salespeople to present them with content that is relevant […]

Today is International Women’s Day—a day that one of my personal heroes Leslie Knope (heroes can be fictional characters, right?) thinks is the best day of the year. Here’s proof: Image Courtesy of NBC Okay, so Leslie was referring to Galentine’s Day but I’m sure she’d agree that International Women’s Day is equally awesome and important. […]

Content, content, everywhere, nor any to send to prospects. So goes the Rime of the Ancient Seller, or something like that. It’s not hard to see the parallels between the ill-fated mariner in Samuel Taylor Coleridge’s epic poem and today’s sellers. The mariner, surrounded on all sides by ocean, laments his inability to drink any […]

CEB TowerGroup recently released a report on the biggest technological trends occurring within wealth management for 2017. The industry push towards adopting fresh technologies is driven by a culmination of factors like slowing AUM growth, increased regulation, fee compression, and a major shift in client demographics and behavior. Because of these tougher market conditions, pre-tax […]

Dozens of vendors and hundreds of attendees gathered for the T3 Advisor Conference in Garden Grove, California, last week. Their mission: to share and gain knowledge on the technologies available to wealth management firms today and what the future could bring, in terms of increased competition and costs, for those who don’t proactively embrace innovation […]

When Apple debuted iOS 7 in September, everyone from financial advisors to small business owners was excited to see what the company had to offer. However, iOS 7 received mixed reviews, especially among iPad users.

Implementing an enablement strategy is one of the most effective ways you can transform your sales and marketing teams. For example, organizations that have a defined sales enablement program have seen a 350% increase in content usage, 275% boost in conversions and 65% more revenue generated by new reps. However, not all strategies are created […]

Learn how advisors are nurturing the compelling experiences their clients expect.

Explore the trends that are making recruiting a much more challenging proposition in the wealth management industry and how sales enablement technology can give advisors an edge.

In a recent conversation with a former colleague and financial services marketing pro, we talked about the accelerating pace of business and how it’s impacting marketing teams and their firms. One point we agreed upon is that rapid responses to fast-moving opportunities are critical to success these days, but equally important is mitigating the risks […]