How strong is your foundation?

“Precisely because change is a constant, the foundations have to be extra strong.” — Peter Drucker Regardless of market conditions, long-term success in financial sales is dependent on whether producers possess the fundamental skill sets they need to excel. Right now is the perfect time to take a closer look at the skill level of […]

Are You Ready to Create the Future?

“The best way to predict the future is to create it.” — Peter Drucker The past year has been a time of unprecedented change for the financial services industry. While there has certainly been turmoil, there is also great opportunity to make fundamental improvements in how we do business. In preparation for a panel that […]

How Consistent Is Your Hiring Process?

“Making good decisions is a crucial skill at every level.” — Peter Drucker Now more than ever — from both a legal and a business standpoint — it is important for companies to hire the best quality sales candidates. Every hiring decision counts and organizations can no longer afford the costly ramifications of even a […]

Are You Improving the Knowledge of Your Sales Staff?

“Knowledge has to be improved, challenged, and increased constantly, or it vanishes.” — Peter Drucker One trend I have noticed in the financial sector is the disappearance of on-the-job training. Today, sales candidates are expected to hit the ground running with little or no support. There’s nothing wrong with expecting new hires to have a […]