Blog

How To Coach To KPIs

For the last few weeks one area of focus for me has been working with leaders around coaching around performance, it just seems to be that time of the year! As you may have found from personal experience, many performance conversations can be challenging and downright awkward and uncomfortable. But the right way to look […]

Is trust more important than value?

Is trust more important than value? As you are well aware, the royal commission has put our industry under the microscope. As a result, our conversations with clients are going to get harder, and that’s a challenge all advisers need to be prepared for. In my business, I often find that financial planners believe that […]

Do you know what your True Conversion rate is?

Do you know what your TRUE conversion rate is? I often ask this of financial advisers I work with and they usually come back with a confident answer of “I convert 80-90% of my sales meetings”.  But when we plug the real figures into a calculator the reality is, it’s a lot closer to 40-50% […]

Is The Time Spent In Appointments Taking Over Your Days

Is the time you are spending in appointments taking over your day?  When you are time poor already, there is nothing more frustrating than spending too long in appointments and not enough time doing more productive activities.     It is a frustration I hear all the time from the financial planners I work with but is a […]

Developing Time Management Skills For Sales People

168 hours. That is the amount of time we each have every week. But while the time we have might be equal, how we manage it can differ greatly. How you manage your 168 hours, can determine your level of success. Let’s explore what’s required for developing time management skills for your sales people. I’m […]

Four ways to create a culture of responsibility in your team

Despite coaching many different businesses at many different stages of operation, there is one question that stays the same, “How do I get my team to be more responsible?” It can be tempting to point the finger at the team here, and I’ll admit I normally get a list of why certain team members are […]

Four tips to get more out of others

As leaders and managers it is our job to get the best out of others. To inspire action, increase motivation and boost productivity. Sometimes it is easy, especially with high performers but sometimes it can take a lot of work to break down the walls of our team to bring out the best in them. […]

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