Blog

Five tips for running a successful sales meeting

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 […]

Are you getting the financial planning training you really need?

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 […]

Are you doing enough with referral partners?

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 […]

Do you know what your customers say about you?

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 […]

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 […]

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