Blog

Are you doing enough with referral partners?

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 […]

Do you know what your True Conversion rate is?

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% […]

Is The Time Spent In Appointments Taking Over Your Days

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 […]

Developing Time Management Skills For Sales People

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 […]

Four tips to get more out of others

As leaders and managers it is our job to get the best out of others. To inspire action, increase motivation and boost productivity. Sometimes it is easy, especially with high performers but sometimes it can take a lot of work to break down the walls of our team to bring out the best in them. […]

Four steps to becoming a leader with influence

The ability to influence a team is fast becoming a crucial leadership skill. Influence once came with your leadership position, now in many workplaces, your ability to influence determines your success. Not all leaders influence, yet all influencers lead. Your ability to solicit ideas, change minds, shape opinions, sway decisions and leverage the skillset of […]

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