Online Sales & Service Framework
The Power of Shared Experiences in Client Relationships As we approach Easter, many of us look forward to gathering with family and friends around the table, sharing stories, laughter, and of course, food. As my own heart warms in the lead up to the long weekend and the time I will get to spend with…
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When a conversation flows effortlessly, you know you’re tapping into something real—and that’s exactly how it felt sitting down recently with James Wrigley on the Ensombl Advice Australia Podcast. We dove into a topic that’s close to my heart: the intergenerational wealth transfer, and what it really takes for financial planners to be connecting across…
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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…
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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…
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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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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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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%…
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How are you? It’s been a while since I’ve sent my usual newsletter. There is a good reason though I promise…but before I get to that let me share with you something I don’t often tell people. When I was 13 years old, my father passed away. Being one of seven children, our family could…
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I have been designing and embedding sales frameworks in Financial Services for the last five years, and I have learnt that regardless of the industry you are in; sales is an essential part of any business. Everyone on your team needs to be able to sell, but as you are probably well aware, not everyone…
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