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Soft Skills

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…

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How To Coach To KPIs

How To Coach To KPIs

By Kylie Denton / 26/10/2018 /

For the last few weeks one area of focus for me has been working with leaders around coaching around performance, it just seems to be that time of the year! As you may have found from personal experience, many performance conversations can be challenging and downright awkward and uncomfortable. But the right way to look…

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price

How to have the price conversation with clients

By Kylie Denton / 28/08/2018 /

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…

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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…

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Practice Development Manager

The Many Ways To Cross-Sell And Up-Sell

By Kylie Denton / 02/05/2018 /

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.…

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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…

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Time Management Skills

Developing Time Management Skills For Sales People

By Kylie Denton / 02/05/2018 /

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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Consistent Client Experiences

Creating Consistent Client Experiences

By Kylie Denton / 02/05/2018 /

Did you know that on average, a client will tell less than ten people about a great customer experience but more than 20 people about a bad one? How do you ensure consistent client experiences? Your clients need to know that you value them enough to do what you have promised and can provide them…

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Meaningful Conversations

Having More Meaningful Conversations

By Kylie Denton / 02/05/2018 /

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…

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Responsibility

Four ways to create a culture of responsibility in your team

By Kylie Denton / 10/12/2015 /

Responsibility 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…

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