In a recent interview with Axial, President Dexter President gave tips on how to manage a pipeline if you’re working in sales, specifically for advisors. From building a robust pipeline to maintaining professional relationships through traditional and technical media, click below to learn more.
“It’s very easy for firms to suffer through cycles of feast and famine if they neglect prospecting activities as they go about their day-to-day deal management processes. Accordingly, even when our pipeline of current clients is high, we continue to support and emphasize multi-prong development initiatives.”
– Dexter Braff