Insight
Everything You Know About Partnerships is Wrong
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August 8, 2016
Partnerships can be a powerful source of new business with the right planning and the right execution.
Insights
Insight
4 Tips for Surfing the Barrel
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July 20, 2016
A wave of disruption can be scary, but with the right approach you can surf the barrel and come out ahead of your competitors.
Insight
Seeing the Opportunity in Chaos
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May 3, 2016
John D. Rockefeller has a lot to teach you about seizing new opportunities for business growth.
Insight
Energize Your Sales Process with an Ideavirus
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March 22, 2016
If your sales process is does not get your prospect talking about you and your ideas to other people in their network, you are likely…
Insight
Sales—Not Service—Drives Customer Loyalty
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February 2, 2016
VP of Business Development John Pojeta discusses the underestimated relationship between sales and loyalty.
Insight
What the Future of Practice Management Looks Like for Producers
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May 29, 2015
Our predictions as to what the future of practice management looks like and how in many ways it's already here.
Insight
Appointment Setting: Expectations and the Big Picture
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May 21, 2015
Entering an appointment setting program with the right expectations can be the key to success.
Insight
Making the Numbers Work: Unlocking the New Business Potential of CPA Alliances
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May 15, 2015
Our CEO Harvey Pollack draws upon his decades of CPA and new business development experience to demystify CPA alliances for producers.
Insight
The B2B Cold Appointment Challenge: How to Prepare
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February 17, 2015
Do not make the mistake of treating a cold appointment like a referral because the sales situations are starkly different.