18
Aug
2019
2019
I am talking to every sales rep, SDR, BDR, Sales Manager, Head of Sales. Spoiler alert: YOU’RE GOING TO LOSE DEALS! Yes, you are no matter how good you are. How good your company is. How great your product is. Therefore, you can take these losses two ways. 1). Cry and play the blame game. […]
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17
Aug
2019
2019
Know Your Customer or KYC is a term used in the financial services industry and is regulated by FINRA. It is meant to protect the investor and ensure their advisor knows their situation inside and out and make the appropriate recommendations. While all sales reps are not regulated, we should be taking the KYC, discovery […]
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