Customer Experience
It was an honour to be featured on The Exceptional Sales Leader Podcast with the welcoming and engaging Darren Mitchell, I had the wonderful opportunity to share my insights on sales, leadership, and human connection. What started as a fireside chat evolved into an engaging discussion on what truly makes a great leader and a…
Read More
What sets top business leaders apart? It’s not just technical expertise—it’s the ability to build trust, understand client values, and guide them with emotional intelligence. I recently had the incredible opportunity to sit down with Keith Ford at the IFA for a podcast episode around the Intergenerational Wealth Transfer. Keith Ford, a prominent figure in…
Read More
I made a commitment to my business that I would run a FREE virtual and live workshop weekly on a leadership topic that I know leaders need support in one of those topics is “Leading Change”. Change is never easy, but poorly managed change can be extremely costly to a business in a multitude of ways. Every time a change fails,…
Read More
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…
Read More
Are you missing opportunities by not having a more meaningful conversation with your clients? When faced with the pressure to increase sales it can be easy to focus on generating new business and miss the opportunities to have a deeper more meaningful conversation with your clients and uncover more needs. Upsell and cross-sell should be…
Read More
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…
Read More
Do you know what your customers say about you? Having clients that promote you and your services is one of the best indicators of success and has been found to increase retention, referrals and spend. But how do you have more promoters than detractors? In our overscheduled, distraction riddled, multi-tasking days, providing consistently high-quality service…
Read More
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 frustration that…
Read More
Hasn’t that week flown by! I’m so excited to share Key #6 with you because it can make a HUGE difference to your business. We all understand the power of referrals. They are high leverage, they allow you to skip the time and financial investment involved with sourcing new leads and fast forward the sales…
Read More
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.…
Read More