You may have read that one of the FCA’s proposals under MiFIDII is to make advisers record phone calls with contacts – including business development calls.... By Dimitriya Paunova
A New Year. Always a good time to reflect on how we do things and whether we can do them better.
It’s also a good opportunity to look at some of the sales trends that will influence how we do things. How will the landscape look in 2017, and how will this impact your success?... By Dimitriya Paunova
You’re up against a deadline.
The pitch is due in, and – as usual – you’ve spent far too long digging out imagery, sourcing accurate performance data, and making sure corporate information is up to date.
Now at the eleventh hour, your Compliance team is telling you your hard-work is not on brand.... By Dimitriya Paunova
With infographics the flavour of the month, charts can often be seen as the poor relation.
And sometimes you can see why. We’re all familiar with ‘death by PowerPoint’ – presentations that are too detailed, too full and too numerous.
No-one ever grabbed their audience’s attention with slides like that.... By Dimitriya Paunova
If you work in business development, you probably want to spend your time developing client and prospect relationships. Learning about your contacts’ concerns so you can provide solutions that address them. Getting a deep understanding of their business challenges, and working out ways to tackle them.... By Dimitriya Paunova