A Better Way To Sell To Your Customers

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.