Tag Archive for: Expert led selling

Managing customer relationships in a virtual world

In recent months, we have been responding to the challenge that many of our clients have been facing in working in a largely virtual world due to Covid-19 lockdown restrictions. We… Read more

Customer management in a world of intermediaries and brokers – “Experts that sell – does it work”?

In the second of our series of articles exploring various issues in the intermediated world of financial services, “Expert salesmen or experts who can sell?” we looked at various… Read more