Posts by Dan Daly

Relationships in Financial Services, like all relationships, are built on trust and communication. This means your expertise isn't worth much unless your prospects and customers have faith in the value you can bring them. It also makes your ability to connect with people one of your greatest assets. There are lots of different ways you can cultivate trust....

What’s the biggest change to hit sales this year? It seems like an easy question to answer. The shift to remote selling reshaped our profession in a matter of weeks. Activities that we once assumed had to take place in person are suddenly digital by default: video meetings, virtual conferences, socially distanced catch-ups over coffee. According to the software...

What’s your favourite on-hold music? You must have one by now. Classical muzak? Easy-listening pop? Or perhaps you prefer the soothing crackle as those barely audible notes repeat on their next cycle of torment. If you do have a favourite, then lucky you; you’re probably listening to more hold music from cold calls than ever before. In fact, according to our...