Want to Increase Revenue up to 15%? Introducing the Integrated Advisor Experience

Posted by John Sadlow on Mon, Aug 17, 2015

Consistently engaging financial advisors is getting harder as advisor access is decreasing, distribution costs are rising and advisor channel preferences are changing.


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Is Your Company Truly Customer-Centric or Merely Customer-Focused?

Posted by John Sadlow on Wed, May 13, 2015

“There are worse things in life than death,” mused Woody Allen. “Have you ever spent an evening with an insurance salesman?”

Why is it that so many end customers in the insurance and asset management industry agree with comedian, actor and director Woody Allen’s observation that interacting with salespeople is worse than death? After all, we have seen insurance and asset management sales professionals make tremendous strides in the past few years to become more customer-focused and use multichannel marketing. But they still fall short in many customers’ minds.


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