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Account Management in Financial Services – Expert Salesmen or Experts Who Can Sell?

How good are you at selling and managing relationships within an expert-led industry? In this article, we look at the role of the sales and/or account management team in creating a… Read more
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Financial Services: Developing Quality Relationships With Your Intermediaries

“To manage great relationships, we need great people” Much of the UK insurance and wealth management industry is reliant on a distribution model centred on the key role of bro… Read more