Coaching

price

How to have the price conversation with clients

By Kylie Denton / 28/08/2018 /

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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conversion rate

Do you know what your True Conversion rate is?

By Kylie Denton / 02/05/2018 /

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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Practice Development Manager

The Many Ways To Cross-Sell And Up-Sell

By Kylie Denton / 02/05/2018 /

One of the fastest ways to make more sales is to get your existing clients to spend more with you. Knowing firsthand what it’s like to do business with you, your existing clients are not only easier to convert, they don’t require any additional spend to reach them. Cross-sell and Up-sell your way to success.…

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Time Management Skills

Developing Time Management Skills For Sales People

By Kylie Denton / 02/05/2018 /

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…

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Meaningful Conversations

Having More Meaningful Conversations

By Kylie Denton / 02/05/2018 /

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…

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Introduction to our Online Advice Framework

By Kylie Denton / 02/05/2018 /

How are you? It’s been a while since I’ve sent my usual newsletter. There is a good reason though I promise…but before I get to that let me share with you something I don’t often tell people. When I was 13 years old, my father passed away. Being one of seven children, our family could…

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Increasing Emotional Intelligence

Why Increasing Emotional Intelligence Increases Sales

By Kylie Denton / 23/02/2017 /

You may have thought that Emotional Intelligence (EI) is a new buzz word, however it’s been around since the early 90’s. Research has shown since the 1990’s that EI is far more important than IQ when it comes to future success. Dr Howard Gardner the influential Harvard theorist defines your EI as “the level of…

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Work Smarter Not Harder

Three Ways to Work Smarter Not Harder

By Kylie Denton / 09/02/2017 /

In the financial services industry, I find clients want two things each year – more money and more time off – the very things you work so hard to achieve for your clients. While the first part of the year starts out well, by February many of them have fallen into their usual work habits…

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sales framework

How to identify if a sales framework is needed in your business

By Kylie Denton / 08/12/2016 /

Last month I talked about how a sales framework can help you build trust, understand the goals and objectives of your clients, increase conversions and boost performance and accountability within your team. A service framework can in many ways do the same with the additional benefits of organisational efficiency, staff satisfaction and client retention.  …

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having a sales framework

Are you losing business by not having a sales framework?

By Kylie Denton / 09/11/2016 /

I have been designing and embedding sales frameworks in Financial Services for the last five years, and I have learnt that regardless of the industry you are in; sales is an essential part of any business. Everyone on your team needs to be able to sell, but as you are probably well aware, not everyone…

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