Education took this sales rep to the top, but it didn’t happen in school. Learn how John Dao rose from selling used cell phones to selling software at IBM and Grubhub.
CFOs are known for scrutinizing deals, especially in an era of cost-cutting. Use these four tips to get the green light from your prospect’s finance leader.
Your clients don’t want more face-to-face meetings but they still want a personal touch. Generative AI helps advisors find meaningful connections, get the right information, and start conversations that matter.