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Progressus Advanced Projects April Release Now Available

Progressus

Professional Services companies now get the advanced tools and insights they need to beat the competition, drive excellence in strategic planning, sales and marketing, operations, and finance, leveraging Microsoft’s cloud platform. If you’re interested in learning more, please click here to talk to an expert.

Sales 52
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Investment Banking 101: Understanding the Industry

Tom Spencer

Investment bankers work on behalf of both individual and institutional clients to raise capital by issuing securities, as well as to advise clients on financial matters such as mergers, acquisitions, and other corporate finance activities.

Banking 88
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What to Do Before, During, and After Sales Training to Get Results

LSA Global

Frustrated by Disappointing Sales Training Results? If you are frustrated by the results of your business sales training investment, you are not alone. Lots of sales leaders feel the same way. Only 1-in-5 sales training participants change their on-the-job behavior or performance from standalone sales training.

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The Importance of Sales Training Reinforcement

LSA Global

Sales Training without Reinforcement Should Be Unacceptable. Based upon over 800 sales training measurement projects, we know that sales training by itself – even if it is highly customized – only changes the on-the-job behavior and performance of 1-in-5 sales reps. Sales training reinforcement.

Sales 28
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The Perils of Internal Disruption (Part 3)

Markovitz Consulting

Last week , I wrote about how sales incentives cause salespeople to stuff the company’s distribution channels with inventory far in excess of consumer demand. Similarly, most finance departments in large companies cut their activities to a bare minimum during the month-end close of the books, which often can take up well over a week.

Finance 145
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Wealth Management 101: The Hidden World of Private Banking

Tom Spencer

In simple terms, asset management firms are the ‘manufacturers’ of investment products (e.g., Blackrock is the leader in ETFs through their iShares products), while wealth management firms are the ‘distributors’ of these investment products to end clients (e.g., clients can purchase iShares on the RBC Wealth platform).

Banking 78
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How to Build a Better Sales Playbook

LSA Global

What Is a Sales Playbook? Like a playbook in sports that plans for the most frequent and most important in-game situations, a sales playbook is a unique collection of sales scenarios, strategies, plans, tactics, and tools to help a sales team consistently win when the stakes are high. Sales Strategy. Sales Culture.

Sales 28