Daily Archives: May 26, 2022

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The May Pulse Report: Financial Advisor Newsletter

AssetBook NewsBy Emily Cogley May 26, 2022

The Latest News From AssetBook Check out our monthly advisor newsletter for all the latest updates from Assetbook. The May edition includes: 1) Exciting upcoming announcements 2) Our latest blog post from CEO Marwa Zakharia entitled “People, Not Pitches” 3) May Conference Recap 4) Upcoming Closures For more news from AssetBook and to read the…

People, Not Pitches

Industry NewsBy Emily Cogley May 26, 2022

People, Not Pitches Adapting Your Sales Technique to Work In Our Commoditized Economy Spoiler alert: This piece contains a strikingly unpopular opinion on sales in a service-based business. You might disagree with my claim at first, but I don’t think it will take long to change your mind. Perfecting the sales pitch is not the…

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