Identify ways technology can streamline business processes
By Peter HillThink of vendor partners as allies who can help you implement best practices learned from others.
October 06, 2016
How to sell insurance products people believe they don’t needDeveloping the right insurance messaging will take leaders who are willing to slay sacred cows, and an understanding that an emotional pitch works best.
October 06, 2016
Technology automates communication with clients, prospectsLeveraging technology to automate certain processes can allow employees to better focus their efforts on client service.
October 06, 2016
Technology automates communication with clients, prospectsLeveraging technology to automate certain processes can allow employees to better focus their efforts on client service.
October 06, 2016
Fighting against technology is a losing battleA hybrid approach that includes the benefits of robo-capabilities with the care and concern of a human advisor is a winning combination.
October 06, 2016
Fighting against technology is a losing battleA hybrid approach that includes the benefits of robo-capabilities with the care and concern of a human advisor is a winning combination.
October 06, 2016
How can the industry and technology work together?How can the industry start to view technology vendors as partners rather than a threat?
October 06, 2016
4 Ways to Improve Your Financial Planning Quarterback RatingBecome more familiar with your clients plans and serve as the quarterback to address issues before they lead to unintended consequences.
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