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
Tag Archives: Planning
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