Are the questions you’re asking – or not asking – stopping you from uncovering more client needs? I get to observe Financial Planners conduct interviews each week and find the questions you ask clients not only tell you a lot about them, but they also tell your client a lot about you. I always find it […]
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 […]
As a leader you have enormous impact in your organisation. It doesn’t matter whether you manage two or 2,000 staff, your actions, decisions and leadership style can directly impact the productivity, profitability and performance of your team and business. While being a leader can be an incredibly rewarding it can also be overwhelming, challenging and […]
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.
Lately a lot of my work has been with leaders and businesses around accountability. We often blame our staff for not doing the tasks we have set them or the tasks they have set themselves, but as leaders we also need to reflect on our own behaviour. Accountability is a two way street. While creating […]
With late nights, early mornings, tight deadlines and the need to always push yourself to work harder and grow your business or career faster, you can end up overworked, drained and sometimes even lose the passion you have for your work. While we can’t always eliminate the stresses and pressures of life, we can find […]
Your success and growth as a business owner or leader is often determined by your ability to influence and leverage. The more you can influence people’s thoughts and actions, and leverage their time, knowledge, resources and contacts, the quicker you can increase your capacity for growth. To do this effectively though you need to increase […]
If you are like most people your year starts off with the best of intentions. You’re all fired up from the break and ready to make big changes to both yourself and to your work. But then the phone calls and emails start coming in, and the meetings, tight deadlines and business as usual activities that keep you running, distract you from your bigger vision and goals. Before you know February is here, and you’re no closer to achieving your goals. Sound familiar? So what makes some [...]