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 […]

The 1-Hour Client Appointment

Are you spending more than 1 hour in client appointments? In this day and age, our natural state is busy. But being busy doesn’t mean we are productive. As a financial planner, spending too much time in appointments will have a negative flow on effect, leaving limited time for the activities that will make a difference […]

The Many Ways To Cross-Sell And Up-Sell

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. […]

Tips For Increasing Conversions

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 […]

Having More Meaningful Conversations

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 […]

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 […]

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 […]

Top four leadership challenges and how to overcome them

Despite how different our businesses and teams can be, as leaders we can experience similar challenges that can impact our ability to lead effectively. From establishing direction and meeting targets to managing team members and customers, each day can bring with it a unique set of challenges. At times, these challenges can be overwhelming, and […]

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