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Blogs

How Can Advisors Stand Out in a Sea of Sameness?

The financial advisory industry is a competitive one. As an independent financial advisor, it can seem quite hard to compete with established firms that offer the same service that you do. The logic is quite simple. These firms offer the same service you will. They might have been doing it longer than you have. So, why should clients choose you when they can get the same benefits from almost anyone else? What differentiates you? Many financial advisors have found it hard to answer this question. Despite the apparent generalization…

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December 10, 2020
Blogs

How to win more deals when selling virtually?

As a sales professional, you probably invested a lot of time and effort devising sales strategies, building customer relationships to do what you do best — sell. Nevertheless, a sales strategy is only as good and effective as your conversation with a prospect in an ideal sales environment.  In a typical situation, you would analyze your prospect’s body language to gauge their interest in what you’re selling to them. You’d read their expressions, assess their needs and pick up on their requirements during a face-to-face conversation. But things tend to take…

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September 14, 2020
Blogs

An AI-powered meeting assistant that makes your job easy!

Being a project manager comes with its own perks and drawbacks. You’d have to lead an entire project, plan it, organize it, supervise it and control it until the very end of its execution. What’s more, you’d have to constantly work with a team, and be an excellent multi-tasker. Well, how about an HR? Or a consultant? Being the sole binding source between an organisation’s management and its employees isn’t certainly plain sailing. Overseeing the onboarding, training the employees, establishing a company culture, may all sound easier than they…

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August 6, 2020
Blogs

Has work from home tampered with your productivity levels?

I miss springing up from the comfort of my sheets as the morning sun strikes its rays through the windows. I miss the office rush, the sound of the alarm buzzing in my ears, shaking the sleepiness off of me with a hot shower, some light half-hearted breakfast, and dashing to another day of hustle at work.  However, the entire world fumbled into an uncharted territory with the blow of a global pandemic. Offices were to be shut down, with only 10% of their workforce restricted to commuting for…

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July 28, 2020
Blogs

Top 7 Apps to make your work-from-home successful

As much as I enjoy my home office environment with all the welcome distractions like kids, pets, music, and round-the-clock snacking, there are things I miss not being in the office. The water cooler talks, ad hoc project meetings, on-demand helpdesk, impromptu discussions, and more. But, I have learned to adapt to this new work style. With the right set of tools in your workstation, you can boost your productivity at home. Here is a list of 7 must-have productivity applications that I highly recommend for you: 1. Zoom — Video Conferencing…

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July 28, 2020