financial services
5 Common Sales Team Challenges and How to Fix Them
In ‘The Sales Struggle: 5 Common Sales Team Challenges and How to Fix Them,’ we examine the key obstacles hindering sales teams and provide actionable solutions to enhance performance and morale. Learn how to address issues like poor communication, lack of motivation, and more to ensure your sales team operates at its peak. Discover essential strategies to drive success and cohesion within your team.
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Beyond Compliance Training: Learning & Development in Finance
Updated July 8, 2024- Traditionally, learning and development of any kind has a bit of a bad rap. Being required to attend on-the-job training sounds about as exciting—and useful—as sitting through a defensive driving course. Amidst the escalating 2024 global talent shortage, projected to leave 75% of employers struggling to find the skills they need,…
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How data can help investor relations teams improve communication
Arguably more than any other department, a company’s investor relations team is constantly dealing with data. From annual revenue, to quarterly guidance, to progress against key initiatives, numbers are the name of the investor relations game.
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Reading between the lines of Berkshire Hathaway’s 2015 shareholder letter
On Saturday, Warren Buffett released his much anticipated 2015 letter to Berkshire Hathaway’s shareholders. After the release, Fortune noted with some surprise that, despite the market’s rocky year and Buffett’s history of offering reassuring communication in such times, the CEO remained “silent on stocks” in this year’s letter.
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Are Investor Relations Teams More Transparent in Annual Communications than Quarterly Earnings Calls?
The New York Times reported recently on Laurence Fink’s request that corporations shift their focus from quarterly earnings calls to more long term reporting. His rationale, in part, is that the frenzy of earnings season inhibits investor relation teams’ abilities to communicate transparently about both their current state of affairs and their long term goals…
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How do financial services companies and their leadership build trust?
The financial services industry continues to feel the effects of the financial crisis when it comes to trust. Recent studies have shown that only 54% of consumers trust the financial services industry, so we wondered — how can financial companies and their leadership use predictive analytics and communication best practices to generate more trust through…
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