Skip to content

Sales And Services Training

successful selling

The eight keys to successful selling

By Kylie Denton / 04/04/2019 /

Sales is, by far, one of the most essential activities in business. A quick Google search will reveal millions of articles on how to become better at sales and while many will promise the “secrets” of sales or the one strategy that will boost your conversions, the truth is, it comes down to consistency, the…

Read More
successful selling

Five tips for running a successful sales meeting

By Kylie Denton / 18/02/2019 /

I know people don’t like to admit they are in sales, but the truth is we all are somehow. If we aren’t selling the benefits of a product and service to our clients and explaining how it meets their needs, we are selling ourselves as the expert they can trust. Most people resist the label…

Read More
financial planning training

Are you getting the financial planning training you really need?

By Kylie Denton / 29/11/2018 /

When I was 13 years old my father passed away from bowel cancer. Thankfully he was smart enough to take out life insurance, because without it, life would have been a lot different for me and my seven brothers and sisters. While it didn’t make us millionaires, it did allow us to stay in the…

Read More
referral partners

Are you doing enough with referral partners?

By Kylie Denton / 28/09/2018 /

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…

Read More
customers

Do you know what your customers say about you?

By Kylie Denton / 09/05/2018 /

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…

Read More
Appointments

Is The Time Spent In Appointments Taking Over Your Days

By Kylie Denton / 02/05/2018 /

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…

Read More
Asking Questions

Are The Questions You’re Asking Stopping You?

By Kylie Denton / 02/05/2018 /

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…

Read More
Case Study – Glenn Browne Head of Advice

The 1-Hour Client Appointment

By Kylie Denton / 02/05/2018 /

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…

Read More
Generating Referrals

Generating Referrals

By Kylie Denton / 02/05/2018 /

Hasn’t that week flown by! I’m so excited to share Key #6 with you because it can make a HUGE difference to your business. We all understand the power of referrals. They are high leverage, they allow you to skip the time and financial investment involved with sourcing new leads and fast forward the sales…

Read More
Increasing Conversions

Tips For Increasing Conversions

By Kylie Denton / 02/05/2018 /

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…

Read More

Archives

Scroll To Top