Taking your coaching business to the next level isn’t just about expanding your services and manpower. Brand strategists Pete Canalichio and Mark Di Somma defined the difference between growing and scaling: the former merely focuses on replication of a business model while the latter seeks to improve processes within reasonable management limits. This way, scaling will allow
Increase Agility and Reduce Repetitive Tasks in Prospecting and Onboarding New, Digital Savvy Clients One of the biggest time wasters in wealth management is organizing, tracking and performing repetitive tasks. In an industry that’s poised for significant change, increasing agility and automating repetitive tasks is critical in redirecting your energy and effort to evolving client
Link your Zoom meetings and cloud recordings on your client’s coaching dashboards with the Coach Simple / Zoom integration The Coach Simple Enterprise and Coach Simple User apps are available on the Zoom App Marketplace. It’s never been easier to schedule, meet and link cloud recordings to your client’s Coaching Dashboards in Coach Simple. With
Coach Simple integrates with Redtail CRM to help wealth advisors and financial planners work smarter, plan better and close more deals. Coach Simple empowers financial professionals with: Detailed Sales Pipeline and Follow-up Task Management Project Tracking for Onboarding New Clients and Managing Existing Client Work Engagement and Accountability Tools to Keep Staff and Associates Accountable
Gamification in a sales organization means adding gaming concepts to help motivate your sales team. These basic gaming concepts include: earning points for successful actions and level jumping as results are achieved. Adding game mechanics to an existing sales infrastructure turns your basic sales contest into an interactive and motivational challenge that can give your sales
The process of managing a sales team is evolving into coaching and some managers may not be completely ready for this somewhat subtle change. In order to effectively coach a sales team, your process needs to evolve. The following are 5 key ingredients for coaching a sales team: Establishing unwavering consistencyWhen transitioning from managing to
Don’t let the year get away from your agents. Instead, plan for and ensure agent success. In real estate, as in many other sales professions, November is the time to start the business planning and goal setting process for the upcoming year. As the new year appears on the horizon, brokers and managers will eagerly email out business planning