Blog

Six questions to create your value proposition for 2019

This week I had the honour of presenting at the Elder’s Conference in South Australia where I spoke on the importance of sharing your value proposition with prospects and clients. I truly believe we are very fortunate in the financial services industry. The value we provide our clients as a financial advisor, broker or agent […]

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 […]

Tips For Increasing Conversions

We’re officially over half way! I hope you’ve been enjoying the 6 keys to high performance financial services email series so far. Now onto Key #4 – increasing conversions. Let’s face it, it doesn’t matter how many leads you are getting or meetings you are having, if you aren’t converting sales, you are wasting your […]

Having More Meaningful Conversations

Welcome to key #1 in the 6 keys to high performance financial services email series! Having More Meaningful Conversations For a long time now I’ve realised the importance of having meaningful conversations with clients. When you connect with customers on an emotional level you go far beyond what typically happens in a normal sales conversation. For […]

Five ways to grow your team beyond you

As a leader, it can be easy to think your most important role is to increase your organisation’s performance and profit, but the true goal of a leader should be to help your team become more confident and accomplished. So how do you help them to live up to their full potential? Here are five […]

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