Selling in a recession: Are your salespeople ready? By Lou Schachter | April 20, 2020 5 rules you need to know to be successful in sales in today’s environment.
Leading banks through tech changes: 4 steps to transform sales By Lou Schachter | February 1, 2018 By following this 4-step strategy and learning to oversee tech changes, banking leaders can make their organizations stand apart and meet the expectations of modern consumers.
New tech tools of the financial trade By Lou Schachter | December 15, 2017 Why the companies and advisors who learn to leverage technology will enjoy a competitive advantage over the market for years to come.
