As the word ‘sales' has been forcibly removed from advisers' vocabularies, so the use of traditional sales aids has fallen by the wayside. So, Carmen Reichman asks, how are advisers communicating with the clients of today?
Anyone remember critical illness top trumps? No? Well that's not particularly surprising, as most advisers claim they barely recognise the term 'sales aid' any more. Few confess to having ever used them....
Times of crisis the Olympics for advisers
Whether you're a global corporation or a small business, ensuring remote working colleages can keep in touch is suddenly more important than ever. We look at 17 video-enabled collaboration tools that could help bridge the communications gap.
Support for advisers and clients
A level playing field
Social distancing does not mean social isolation
Three guidelines to follow
Stopped suitability of advice work
'Final piece in the puzzle'
Meets increasing demand