Tag Archives: Planning

Q&A: Tips for Planning Your Cross-Device Marketing Strategy

By Sean Oliver, Published October 26, 2014 You’ve heard the phrase, “deliver the right message at the right time.” Today, marketers have another thing to get right: the environment. The environment is the location where you as a marketer reach your customers, i.e. a customers’ smartphone, your brand’s website, or an email. There is magic … Continue reading Q&A: Tips for Planning Your Cross-Device Marketing Strategy

Financial planning salary survey – sales skills no longer a must have

The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac.  For several years, even decades, it was impossible for a financial planner or an adviser to find a job in the industry without an impressive sales track record or at least great sales … Continue reading Financial planning salary survey – sales skills no longer a must have

Sales Planning

sale Image by Gerard Stolk (vers l’Avent) sale steeds vroeger The sales effort needs planned to suit the appetite of the business, and some ratios can be developed to rationalise the process.  It should be possible to gain some idea of the conversion rate of various sales streams in your business. I worked in one … Continue reading Sales Planning