by Civicom Web | Nov 10, 2020 | Blog
Ignites: Wholesalers Return to In-Person Meetings, Cautiously Are your sales teams meeting with prospects in person again? Some asset managers are getting started and being creative. Carmen Germaine at Ignites interviewed Fugent Vice President, Michelle...
by Civicom Web | Aug 12, 2020 | Blog
MF Wire: Time to Prepare Now for the Future of Wholesaling With wholesalers now bound to their desks (or their homes) for the immediate future, it can be difficult for sales managers to keep wholesalers motivated and productive. But productivity and management issues...
by Civicom Web | Jun 17, 2020 | Blog
Learn how to build stronger more personalized relationships with clients VIRTUAL FINANCIAL planning meetings are becoming not just the way of the future but rather the way of the present. From millennials who would rather text than talk to retirees who are...
by Civicom Web | Jun 15, 2020 | Blog
Top 5 Reasons Distribution Teams Choose Fugent for Scheduling Scheduling tools have become the number one most sought-after technology for businesses looking to drastically improve their client experience. Regardless of industry, consumers expect to be able to access...
by Civicom Web | Jun 9, 2020 | Blog
Let me guess. You adopted (or may be thinking about adopting) an appointment scheduling tool because you wanted to make scheduling easier, which hopefully would result in more meetings and more tickets. You have read how schedulers cut down on the back and forth of...
by Civicom Web | May 25, 2020 | Blog
The twin knockout blows of the Coronavirus and the resulting stock market meltdown have made business as usual nearly impossible for sales teams at asset management firms. Most advisory firms were already curtailing visits from wholesalers even before COVID-19 hit our...
