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How To Coach To KPIs

How To Coach To KPIs

By Kylie Denton / 26/10/2018 /

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…

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upsell and cross-sell

Are you missing opportunities to upsell and cross-sell

By Kylie Denton / 18/06/2018 /

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…

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trust

Is trust more important than value?

By Kylie Denton / 23/05/2018 /

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…

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customers

Do you know what your customers say about you?

By Kylie Denton / 09/05/2018 /

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…

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Appointments

Is The Time Spent In Appointments Taking Over Your Days

By Kylie Denton / 02/05/2018 /

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…

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Generating Referrals

Generating Referrals

By Kylie Denton / 02/05/2018 /

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…

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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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Preparing for your client meeting

Preparing for your client meeting

By Kylie Denton / 30/03/2017 /

While we have discussed the importance of frameworks when it comes to sales and service success, it’s important to also focus on the human element on your client meetings. These face-to-face interactions are incredibly valuable to clients and are the key to building lasting relationships. Though in order to have productive and meaningful meetings with…

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Five tips to help you prioritise your work

By Kylie Denton / 24/04/2015 /

When you’re faced with an ever growing to-do list, learning to prioritise your tasks is vital, not only for your productivity but for your own sanity and wellbeing. But with every task appearing urgent, how do you prioritise so that you make the most out of every day?

To help you I thought I would share how I prioritise my to-do list to ensure my time is spent as productively and profitably as possible.

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