In this video, Christine “Shimo” Shimasaki discusses the need for sales professionals to assess where they can be most helpful to planners and how doing customer research is critical — as is demonstrating to planners that they’ve done their homework and understand their needs.

invalid widget [plugins_common_primary_embed] []


Shimasaki is the managing director of 2Synergize, a Simpleview consulting company, and the author of the Simpleview Sales Quarterly, which provides the information needed to support your sales strategy by looking back at the first half of 2022 and forward at the health of the DMO’s critical pipeline.