by Mark Dix | Jun 1, 2017
Selling to Corporate Decision Makers Moving from B2C conversations to a proactive B2B sales environment CHALLENGE Ashridge Executive Education were looking to optimise their Corporate Relations team’s approach to B2B sales conversations. The team had previously held...
by Mark Dix | Dec 3, 2015
Performance Management & Capability Frameworks Motivating Behavioural Excellence CHALLENGE As the FCA instigated RDR and industry wide “intense supervision”, Wesleyan sought to strengthen the ethical culture and behavioural alignment across their organisation. The...
by Mark Dix | Dec 3, 2015
Successful launch of RDR ready sales force Embedding a compliant, commerical Sales Process CHALLENGE In 2012, with RDR looming, a large UK life and pension company were looking to ensure their Direct Sales team (who operated in a high net worth client arena) were...
by Mark Dix | Dec 3, 2015
Optimising the Induction Experience of Senior Wealth Managers Welcome Aboard! CHALLENGE A large Wealth & Investment Management bank recruits experienced Private Bankers into its Wealth Division on an ongoing basis. Looking to improve their induction experience;...
by Mark Dix | Dec 3, 2015
Fast Effective Intervention Ensuring a Consistent Compliant Sales Process CHALLENGE Following a review of current sales practice, Sanlam sought to enhance Financial Planners’ sales capabilities to ensure best practice outcomes from a customer, a compliance and a...
