Despite online sales tools being a simple yet highly effective way to boost business, they still appear to be a largely untapped resource for advisers. VitalityLife's Andy Philo wonders why
In my role, I come into contact with a lot of advisers. As you'd expect, the one subject that tends to come up in conversation, almost without fail, is sales: how to shorten the cycle; how to make sure you're offering the right product or amount of protection; how to exploit opportunities in your existing client base and so on. And while you can never generalise completely, the thing that strikes me time and again is how few online sales aids people tend to use. Of course, I completely understand...
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