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 […]

How to have the price conversation with clients

Why is it that some planners get so worried when it comes to discussing the price of a financial plan?  Perhaps you have experienced it yourself, where you have shied away from talking about price with your clients? Each week I get the opportunity to observe financial planners in meetings with their clients. Some are […]

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 […]

How to overcome your team’s excuses

As a leader, you are bound to experience team members making excuses about why they can’t, won’t or didn’t do something they were asked or expected to do. While excuses every so often can be understandable – expected even, when they are regularly given you need to act. Here are four ways you can overcome […]

Four ways to become the leader your team need and want

It’s hard to lead a team when none of them want to follow you, yet for many leaders this is exactly what they try to do. Wrapped up in the authority of their position they forget that a leadership position is one of serving others. I always remember the quote by Jack Welch “Before you […]

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 […]

Four steps to becoming a leader with influence

The ability to influence a team is fast becoming a crucial leadership skill. Influence once came with your leadership position, now in many workplaces, your ability to influence determines your success. Not all leaders influence, yet all influencers lead. Your ability to solicit ideas, change minds, shape opinions, sway decisions and leverage the skillset of […]

How to ask better questions to get better answers

There is power in asking questions. The right questions can help you get to the bottom of the issue, uncover motives, stop conflict, build trust, break down walls and even influence others to see your point of view. But how do you ask the right questions? Particularly in scenarios where people may be reluctant to […]

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