Amy featured in WealthManagement.com's latest print edition

Please see us in the latest print edition of WealthManagement.com on how advisors can broaden and change their approach to getting in front of more of their target audience.

In this article we discuss topics such as:

  • Emotional intelligence

  • How to best position the discovery process in sales

  • The difference between emotional vs logical sales in wealth management

  • How to bring forth affective presence

  • The issue with historical sales training programs

  • Why there is limited ethics in sales training programs

  • Why we need to teach more empathy to advisors for more sales

  • How to effectively manage and grow a sales territory

  • The definition of needs-based selling

  • Positive attitude in sales and influencing skills