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Business Articles and Success Stories

Psychology of Achieving Business Success

A. Comprehensive Business Coaching Level 1 – AspiringLevel 2 – GrowingLevel 3 – Established ……………………. B. Business Development Services 1. Sales Toolsa. Sales Trackersb. Sales Presentationc. Sales Stories ……………………. 2. Business Process Setupa. New Client and Business Acquisitionb. Lead Generationc. Existing Client Managementd. Human Resources Management ……………………. 3. Employee Induction Training a. Sales/ Relationship Staff(…
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10 Innovative Concepts for Prospecting

In Financial Services, Prospecting is an art and financial advisors should master this art by introducing various concepts which can appeal to your prospect and trigger their curiosity thereby creating a desirable business leads. We have mentioned some of these innovative prospecting topics which may create an interest and build connect with the probable prospect.…
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Journey from MBA Banker to a Successful Financial Consultant

I, Mrs. Uma Chander, 40 years old, am the founder of the firm Handholding Financials. I had completed B.Com and MBA in finance. I was always interested in pursuing personal finance and got an opportunity to work for Axis bank (erstwhile UTI Bank) and then HDFC Bank. However, in the long term I wanted to…
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7 Important Tips to Manage Financial Wealth during COVID Pandemic

A. Comprehensive Business Coaching Level 1 – AspiringLevel 2 – GrowingLevel 3 – Established ……………………. B. Business Development Services 1. Sales Toolsa. Sales Trackersb. Sales Presentationc. Sales Stories ……………………. 2. Business Process Setupa. New Client and Business Acquisitionb. Lead Generationc. Existing Client Managementd. Human Resources Management ……………………. 3. Employee Induction Training a. Sales/ Relationship Staff(…
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How To Conduct Effective Virtual Meetings

Author: Sparrows Sprout Description: Virtual Meetings A virtual meeting is when people around the world, regardless of their location, use video, audio, and text to link up online. Virtual meetings allow people to share information and data in real-time without being physically located together. Types of Meetings – Same time same place – Traditional Meetings Different time same place…
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