The information covers the complaints the FCA received about the firms it regulates.... By Dimitriya Paunova
Your client has decided it’s time to review their providers.
You’re under pressure to retain the account.
So what are the failsafe techniques you can use to convince them you’re the right firm for their business?... By Dimitriya Paunova
If you’re responsible for sales, you can no longer ignore the power of social media.
65% of consumers who receive a recommendation from a contact on their social media sites have purchased a product that was recommended to them.... By Dimitriya Paunova
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