Top 5 strategies to boost remote sales for financial and legal advisors

Top 5 strategies to boost remote sales for financial and legal advisors

Working from Home is here to stay (at least for a while), and waiting til it is over with to get back on track with your marketing may be detrimental to you and your team’s growth. In this article, we discuss five ways to arm your team around sales…all while working remotely.

Working from Home Productivity Test and Metrics

Working from Home Productivity Test and Metrics

Working from home requires its own unique traits, communication styles and behavioral tendencies. Select Advisors has developed its own proprietary Personality Test through our talent assessment coach, Anne Sandberg, to help hone in on such traits and see what needs to be addressed for maximum results within a team.

Women: Stop Talking About Work-Life Balance!

Women: Stop Talking About Work-Life Balance!

There is no doubt that the wealth management industry has a dearth of successful women. Part of the reason, I’ve found, is that many women in entry or mid-level careers keep searching for the wrong types of mentorship and advice. In this article, I assess best practices in finding a true mentor that can actually help you get to the next level in your career in wealth management.

Tools to Make You Feel Good and Productive Every Day!

Tools to Make You Feel Good and Productive Every Day!

How can you increase your productivity at work and in your business every day? Have a daily feel-good list. Our well-being coach Sarah Hodges explain how to convert every day into a thriving and balanced experience at work and at home.