Many sales assistants offer their advisers a versatile and valuable business partner, and research shows assistants are interested in expanding beyond their traditional administrative role. In fact, ...

After speaking with scores and scores of licensed sales assistants, and the advisors they support in the wirehouse, independent and RIA channels, Registered Rep. has a pretty good idea of what would ...

Chicago: “How do the top financial advisors you’ve worked with use their sales assistants?” asked Jon, then added with a smirk “They probably have all the help they need.” Without realizing it, Jon ...

NEW YORK--(BUSINESS WIRE)--Pipedrive, the easy and effective sales CRM for small businesses, introduced its new AI-powered Sales Assistant today. Now in beta, it provides sales professionals with ...

I have written a lot lately about the time sales teams spend on non-selling activities. It's a theme that resonates for SDRs, BDRs, and AEs alike. It's frustrating, but it's also why we're seeing more ...