AJ Bell Investcentre’s Post

Let’s be real—have you actually started annual planning, or are you stuck thinking about it? Whether it's too much data, not enough little data, analysis paralysis, or you're just waiting for the perfect strategy to drop out of the sky...we’ve all been there. 😅 Want to make a change, and simplify strategic planning? Join us next week for Field Leader Fridays with Joe McDonald and Austin Green from Jasper Engines & Transmissions. They’ll show you how they cut through the noise and create a data-informed, process-driven sales plan that’s ambitious and achievable. This event is virtual, and free to attend. 📅 Sept 20 @ 1:00 PM ET (online) 👇 Comment on this post and we'll share the registration link Strategic plans are never perfect, so let's work toward something that's informed, ambitious, and achievable.

Fill your 5 buckets in the right order: 1. Knowledge 2. Skills 3. Network 4. Resources 5. Reputation - The diary of a CEO

Reaching the elite class in business involves strategic actions and dedicated efforts. Here are four action items that can help pave the way:

🏔️ Upcoming Elevate Session Next Tuesday! 🏔️ Mark your calendars for next Tuesday at 8:00am Pacific Time! We're diving into a critical topic that can transform your client relationships and give you a competitive edge. Topic: Who is the CXO? How to get real feedback from your clients - Top 10 ways to get feedback from your clients, fix problems while they are small, and lock out your competitors. Don't miss out on this opportunity to learn how to strengthen your client feedback loop and stay ahead of the competition. See you there!

We helped a client increase their revenue from $100,000 to $250,000 in just 2.5 months!🔥 We focused on two key aspects of client relationships: 1️⃣ Delivering exceptional work 2️⃣ Understanding your business goals, challenges, and aspirations This allows us to provide strategic guidance beyond traditional advertising, helping you grow holistically. The benefits of partnering with us: → Experienced professionals with diverse skills → Customized strategies for your unique needs → Regular communication and updates → Flexibility to adapt to changes Our commitment to your success drives real, lasting results. As we grow, we remain dedicated to nurturing authentic partnerships built on trust and shared goals. Your victories are our victories too!

Continuing to chart the course! ⛵ Our crew is navigating the choppy waters of stalling deals, and we've just completed another insightful feedback session this week. Thanks to our steadfast ambassador crew members Keegan Otter (Software Cowboy 🤠) and Cynthia H., we're mapping out new territories for follow-up strategies and deal nurturing. During this week’s expedition, we discussed a course for a more effective follow-up process: - Automated sequences with strategic manual touchpoints - Deal categorization systems to prioritize "will buy" and "needs work" prospects - Interest signal tracking to reignite stalled deals - Data-driven approach to measure effectiveness and adjust course Key findings from this weeks voyage: - A 24% increase in win rates reported by implementing follow-up sequences - Shortened sales cycles by nearly a week - The power of persistence: deals once thought lost are being resurrected Our new compass for success includes: - Customized sequences for different roles and deal stages - A blend of automation (75-90%) and personal touches - Regular content updates to keep messages fresh and relevant - Long-term nurturing strategies for future opportunities Future challenges on the horizon: - Encouraging consistent rep engagement with new processes - Balancing automation with personalization - Navigating the waters of non-responsive prospects But we're not dropping anchor just yet! Next week, we'll be refining our maps and charting the next leg of our journey. Our goal? To build a vessel that helps sales teams navigate the vast ocean of stalled opportunities with greater efficiency and focus. The wind's in our sails, and we're full steam ahead!

One day to go! We are super excited to invite you to “The Business of Winning,” a one-of-a-kind, live virtual event on February 7th, at 10:30 am ET. This fireside chat will be facilitated by CMiC’s sales leaders, Laurent Amar and Daniel McLaughlin and feature renowned F1 speaker, Mark Gallagher. By attending, you will learn: 1.    How to apply actionable insights when creating a data-driven business culture – with the end goal of optimizing issue resolution and accelerating decision-making. 2.    How best to harness the skill set for your business. 3.    How to leverage technology to drive business performance. Don't miss this unique opportunity to take lessons from an industry that's synonymous with high performance and apply them to your own business. Register for this free event by clicking here: https://bit.ly/48pGm7N

🌟 Meet the Team Behind Our Success! 🌟 Introducing the talented professionals who are the heart of our business. Watch to learn about our unique approach and see the teamwork that drives our success. 👉 Follow us for more professional insights and business growth tips! 👈

Altenar's Account Manager, Giannis Avgoustidis, shares insights on the critical role of service providers and the ongoing operations once a partnership is established. Giannis also discusses how Altenar has earned a reputation for delivering exceptional service. Learn about the key factors contributing to our success. Check out the new video to learn more!

⏳ Last Call to Join Our "Strengthening Carrier Relationships: From Power Only to Powerful Processes" Webinar Today! 💪 Don't miss your opportunity to learn how to scale your brokerage and empower carriers’ growth 💪 🕛 When: 12 PM EST 🤔 Why Attend? - Understand Power Only loads - Discover tools for success to strengthen carrier relationships - Explore the efficiencies and flexibility of Power Only - Learn from NAPA Transportation's success story with our panel experts 🗣️ Hear from: Alexandra Altvater, VP of Marketing, Trucker Tools Will Maurer, Regional Market Manager, NAPA Transportation, Inc. 🪑 Save your seat to learn how to best differentiate yourself in a saturated market and explore leveraging power only in building carrier relationships. ⬇ Link to register in the comments ⬇