Blog

Is trust more important than value?

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 […]

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 […]

Are The Questions You’re Asking Stopping You?

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 […]

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 […]

Five ways to grow your team beyond you

As a leader, it can be easy to think your most important role is to increase your organisation’s performance and profit, but the true goal of a leader should be to help your team become more confident and accomplished. So how do you help them to live up to their full potential? Here are five […]

Four ways to create a culture of responsibility in your team

Despite coaching many different businesses at many different stages of operation, there is one question that stays the same, “How do I get my team to be more responsible?” It can be tempting to point the finger at the team here, and I’ll admit I normally get a list of why certain team members are […]

Five ways to become a respected leader

While your title as a leader can give you power and prestige, it is how you choose to lead that can determine how much respect you gain from your team and others. Here are five ways to become a respected leader that everyone looks up to. 1. Take the focus off you I’m sure you’ve […]

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