by Shane Ivers | Jun 21, 2019
Consultative Sales Excellence to Help Build Collaborative Relationships Building Deeper, Broader and Smarter Relationships CHALLENGE Prudential were seeking to give their face-to-face and telephony Account Managers the opportunity to enhance their capability and...
by Shane Ivers | Jun 14, 2018
Optimising Consultative Sales across Intermediated Distribution For Deeper, Broader Retirement Conversations CHALLENGE Just were looking to give their Intermediated Distribution teams the confidence and capability to have broader and deeper retirement conversations to...
by Mark Dix | Nov 30, 2015
Implementing Best Practice Getting Results % Increase in Sales % Overall Performance Improvement CHALLENGE Aviva UK was looking to optimise the excellence of their most senior distribution team; including Key Account Managers (KAMs), Strategic Account Managers (SAMs),...
by Mark Dix | Dec 3, 2015
Optimising the Induction Experience of Senior Wealth Managers Welcome Aboard! CHALLENGE A large Wealth & Investment Management bank recruits experienced Private Bankers into its Wealth Division on an ongoing basis. Looking to improve their induction experience;...
by Mark Dix | Dec 3, 2015
Keeping Money in the Pot Retaining Funds Under Management through Productive Conversations & Strong Relationships CHALLENGE A large UK life and pension company sought to enhance the current and future profitability of its business by increasing the retention...
