When it comes to bringing value to an account, the importance of listening can’t be underestimated. “It’s critical to begin every client relationship with a focus on the client’s business versus ...

Here's an article on 529 Plan vs Custodial Account to help you decide which one is a better choice for your grandchildren in ...

2023 is not going to be an easy run for enterprise sales leaders and teams. Growth is the number one driver of shareholder return, and sales is under intense pressure to increase revenue per ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. While you may feel like you have the investment side well handled, you may be ...

People.ai enhanced its account planning application through an AI-driven application called AccountGPT. AccountGPT leverages generative AI and large language models to auto-complete sections of ...

Companies around the globe are transforming the way they connect with customers. ACCOUNT PLANNING in SALESFORCE contains valuable advice on how to use Account Planning methodology in Salesforce to ...

Here's another top-notch video from Ian Gilbert, CEO of the British sales training firm ThirdCore. Here he explains exactly how to do account planning, adding some tips from some of the most ...

People.ai, the enterprise revenue intelligence leader, today announced the release of AccountGPT, an AI-driven enhancement to its account planning application. This new feature will enable ...