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 […]
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. […]
We’re officially over half way! I hope you’ve been enjoying the 6 keys to high performance financial services email series so far. Now onto Key #4 – increasing conversions. Let’s face it, it doesn’t matter how many leads you are getting or meetings you are having, if you aren’t converting sales, you are wasting your […]
Did you know that on average, a client will tell less than ten people about a great customer experience but more than 20 people about a bad one? How do you ensure consistent client experiences? Your clients need to know that you value them enough to do what you have promised and can provide them […]
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 […]
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.
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 […]