Coaching
I hope you are well, safe and healthy during these times, and you are all starting to see the light at the end of this very long COVID19 tunnel. I know how wonderful it has been for me to see more of my friends and family after so long. Lately I have been running workshops…
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How resilient are you? I hope you are all healthy, safe, and dealing with this pandemic in the best way you know how. I am conducting all of my meetings, coaching sessions, and training sessions virtually and working from home full time, with two children doing online schooling (as best we can) and trying to…
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Having a great team is one thing; having great team work together is another. A team that works together and supports each other is one hell of a feeling to be a part of. Here are four reasons you need to strengthen the teamwork in your company. Teamwork fosters collaboration and unity. Gone are the…
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Your team are your greatest asset. You know it, I know it – but do they know it? Richard Branson says “A company’s employees are its greatest asset and your people are your product” . Their good work and loyalty can fail to get the appreciation and recognition it deserves and instead your team hear…
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No, it’s not drinking a bottle of wine haha! In all truthfulness, I need to confess that I am just as bad at this as anyone, so this blog serves as a reminder to you and me. At the start of each year, we can start with such good intentions, and we turn these intentions…
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Sales is, by far, one of the most essential activities in business. A quick Google search will reveal millions of articles on how to become better at sales and while many will promise the “secrets” of sales or the one strategy that will boost your conversions, the truth is, it comes down to consistency, the…
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Coming back to work after holidays is hard, I get it – and I feel it! Gone are the long days relaxing by the pool, or lounging around with friends and family as we escape the usual crazy schedule of our day-to-day lives. But the transition back to work doesn’t need to be too hard…
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Throughout my coaching, I often work with clients who have a team of financial planners. Within that team, you will have those that get a massive amount of referrals while others get next to none. What is the difference between them? Are you doing enough with referral partners? Back when I was an adviser, I worked…
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Why is it that some planners get so worried when it comes to discussing the price of a financial plan? Perhaps you have experienced it yourself, where you have shied away from talking about price with your clients? Each week I get the opportunity to observe financial planners in meetings with their clients. Some are…
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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%…
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