A Better Way To Sell To Your Customers

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A Better Way To Sell To Your Customers

By: Tom White

June 9th, 2016

Helping consumers meet the milestones in their lives could generate more revenue and loyalty for your institution. Tom White of iQuantifi explains why goal-based selling is a better way to connect your customer to the right product.

Why Goal-Based Selling Is an Effective Approach
Advantages for the Bank
Meeting the Needs of Millennials
Partnering With Fintech Firms

Tom White is the founder and CEO of iQuantifi Inc., a virtual financial advisor that empowers millennials and young families to take control of their finances via a goal-based approach. Mr. White brings over 18 years of experience as a financial planner and investment advisor to iQuantifi.

A Better Way To Sell To Your Customers

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