Close

For investment professionals only. By continuing to use this site, you agree to our T&Cs, Privacy Policy, and Cookies. We have invited leading wealth managers and investment companies to produce and sponsor videos for this website. This is not independent content.

Skip to main content
Discovery Invest

Sign in to your account

Don't have an account? Register here
Sign in

Module 2: Workshop 2: The RBM imperative

|

Learning: Skills & Abilities

When thinking about growth strategies, there exists a temptation to believe that existing sales techniques will lead to optimal results. Many organisations recognise the landscape has fundamentally changed, and they need a more effective, current marketing model. We address the importance of making subtle but significant changes to optimise client advocacy and professional introductions – getting others to represent you in your absence. We also discuss the powerful impact of developing niche expertise in your practice.