How to Audit Sales Practices
John A. Sabino
Executive Director
MORGAN STANLEY
Jersey City, New Jersey
What are the critical risk issues for the trust sales executive?
Please join John as he discusses:
Taking a holistic approach to the new business process
Establishing the proper framework for setting sales targets
Managing risks in the new business process
Incentives and dis-incentives to attract the appropriate type of business
When to say no
Best practices
How to put a feedback mechanism in place
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