Wealth Management

The investment management industry faces no shortage of challenges. Client expectations are on the rise as they seek the same kinds of highly customized, consultative, and engaging experiences they’re accustomed to in virtually every other aspect of their lives. At the same time, clients are becoming increasingly more sensitive to fees. That sensitivity is putting…

The SEC recently made a substantial change to its Customer Relationship Summary that largely went under the radar: the removal of the word “fiduciary” from mandated language RIAs must use to describe their standard of conduct. This is not to say that RIAs cannot use the term “fiduciary” or are unable to tell clients that…

Prior to the rise of technology, B2B sellers were behind the wheel. In the old days of selling, buyers relied on sellers to provide the information they needed to make a purchasing decision. Now, the computer firepower carried in buyers’ pockets can connect them to mountains of product information in a matter of seconds. Today’s…

Implementing a sales enablement solution doesn’t have to be hard. The key to ensuring that the process is quick and easy is working with a partner who will guide you along the way and do the heavy lifting. In addition, it is always a good idea to look for a vendor that you can grow with. The most successful firms engage with a partner that has allowed them to start small in terms of capability without limiting their growth trajectory. In doing so, you can futureproof your digital transformation by bringing on technology that will scale along with you.

Having the tools to tailor communication and offerings to customers based on their likes, dislikes, and other attributes, like life stage and location, is no longer a nice-to-have, it’s a must-have. This goes for almost any industry, whether B2B or B2C, including wealth management. In the wealth management space, customization has become table stakes as…

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…

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,”…

In case you missed it, here is part 1 of the Sales Enablement Chronicles interview. For this edition of The Sales Enablement Chronicles: Insights from the Inside, I interviewed John Chinello, Director of Global Sales Enablement at Tealium. John has held a variety of sales enablement positions at RE/MAX, Cars.com, Verve and now Tealium. He…

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…

The true mark of a working sales enablement strategy is a sales force that constantly maintains meaningful conversations with prospects and customers. It doesn’t matter how many documents the sales enablement team puts out or marketing materials they utilize; the important thing is to provide the sales team with collateral that is relevant and helpful…