How Personalization Accelerates the Sales Cycle

06/12/2021 30 min Temporada 1 Episodio 159
How Personalization Accelerates the Sales Cycle

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Episode Synopsis


Last night, I went to the Positivly site and took its financial personality assessment. I was asked a series of 13 questions about my risk tolerance, investment priorities, and which causes – such as ESG – were most important to me. It took less than five minutes, and the results were quite accurate. It showed that I place a lot of weight on the safety of my investments and the purpose they fulfill, and that I don’t want to be burdened by worrying about my portfolio.