Periagoge
Scenario

Why ethical restraint gets punished in sales-driven financial services

My performance review penalized me for not cross-selling enough products to customers who were already struggling with existing payments.

More people experience this than they realize.

What we've seen

You are being professionally penalized for exercising judgment about when additional financial products would harm customers.

Your guide for this
Aurelius
Aurelius works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Financial Services — Banking & Credit?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.