Aberdeen: Aligning Customer Service Strategy & Technology
It details the key strategic activities and technologies they use to achieve their goals with an emphasis on carefully aligning both to maximize performance results.Request Free!
Top 5 Merchant Payments Trends to Watch for in 2023
From shopping cart access across platforms to personalized rewards and offers, these five merchant trends are the latest in customer expectations: From cart to account — mobile wallet payments Frictionless omnichannel commerce&n…
Credit Card Strategy in a Rising Rate Environment
Credit unions are finding the credit card industry an increasingly complex and competitive space. For decades, many used a strategy of issuing single low-rate cards to attract new members and benefit existing ones. However, today’s cardholders ar…
Work from Home Productivity
So, you’re stuck working from home? There are now two ways this can go- good or bad. After reading this book, you’ll find that working from home can be the best thing that could happen to you. You’ll be more productive, you&rs…
Closing The Sale
A selection of detailed articles on closing a sale successfully. This handy eBook will help you improve your sales skills. Here’s a sneak peak into some topics that are covered: How to improve your sales skills Overcoming barriers to s…
Finding Customers
It can be difficult to obtain new clients and customers. This book provides: Seven simple steps to get more clients Tips on how you can attract customers and clients Insight on how to convert leads into clients and boost you…
Why Hiring a Next-Gen Advisor Can Be Good for Your Business
In the past, working for a wirehouse and making cold calls to build up a book of business was a rite of passage for anyone aspiring to be a financial advisor. But the financial advisory landscape is changing, and many advisors have shifted from selling…
A Blueprint for Building an Enduring Practice
The day-to-day responsibilities of running your firm and meeting the needs of your clients can naturally consume most of your schedule. Even if your to-do list is ever-growing, though, it’s essential to think about the road ahead. What do you …
Is It Time to Pivot? Identifying Inflection Points in Your Business
You want to grow your advisory business—that much you know. But where should you begin? It all depends on where you are now and how you want to achieve your desired growth. This guide will act as a blueprint to help you explore your solo practice…
A FDICIA Readiness Timeline
If your bank finds itself approaching or on the threshold of $1 billion in assets, now is the time to plan your approach for Federal Deposit Insurance Corporation Improvement Act of 1991 (FDICIA) compliance. Planning early ensures a smooth process, and…
