Optimal Outcome Insights - 2019 Archive - Page 3

Mistakes will always happen. And when those mistakes happen, there is an expectation your team will step in and fix the mistake. To “Take the H.E.A.T.” and make sure that customers are heard and action to correct the mistake is taken.
 

Financial services businesses often struggle to compete with salaries or benefits that other businesses provide. But, they also want to recruit, reward and retain top talent. So how does a small financial services business compete to make a compelling offer and a workplace that is hard to leave? There are...

It’s a new year with new sales goals to reach. Meaning, it’s the perfect time to shine a light on prospecting in your business. Prospecting is a vital activity, yet it’s one of the easiest activities to push aside. As your business grows, so do the demands on your time....