Blog

The Magic of B.A.M.F.A.M.

By John Pojeta | October 28, 2019 10:35 am

Book a meeting from a meeting and watch your sales numbers grow. The motto “B.A.M.F.A.M.” has become ubiquitous in our office because one of our team members, Alisha, has used...

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The 4 Voices in a Sales Conversation

By Brad Stoller | August 29, 2019 2:05 pm

The most successful sales meetings are conversations where the salesperson listens to understand and quiets their competing inner voices. Sales is a blend of persuasion and negotiation, and most sales...

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The Value of Prospects Who Don’t Close

By John Pojeta | July 26, 2019 11:04 am

Sometimes, the best prospects are the ones who, originally, got away. The combination of a traditional sales mindset and industry developments—such as the rise of aggregators—can mean that advisors overlook...

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World Class Growth Checklist

By Brad Stoller | July 1, 2019 1:33 am

Potential customers care about one thing: Will your solutions make them more money? You’d better have that answer down pat before walking in. In virtually every professional arena, preparation is...

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