This post was originally published by Allyson Dobberteen on lessonly.com. Around our Indianapolis office, we’re firmly in the gray, frigid doldrums of winter—and you better believe we’re daydreaming of brighter days around here. Those brighter days? They’re...
Today, clients have different expectations from their financial advisors. For many younger investors, golf outings are becoming a thing of the past. Clients have access to a variety of financial tools that allow them to choose from multiple advisors or even go...
This post was originally published by Jenny Boling on lessonly.com. Let’s take a quick journey together. The year is 2002 and you just accepted a new position at a company that requires two weeks of training before you dive into the good stuff. The date is set,...
In fast-paced industries, sales organizations need to operate like well-oiled machines. As manufacturers digitally transform, their product offerings are rapidly expanding and sales reps need to adapt quickly to meet the demands of customers. The right tools...
2021 was a significant growth year for social selling. With fewer in-person events and conferences, sales reps continued to use social media to engage new customers. According to the 2021 LinkedIn State of Sales report, nearly three-quarters of sales reps...
This post was originally published by Allyson Dobberteen on lessonly.com. We’re all guilty of hiding the “heart” side of ourselves in business sometimes. And when metrics get involved, it’s even easier to forget about the real person behind the productivity...