Blog

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 […]

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 […]

Five tips to help you prioritise your work

When you’re faced with an ever growing to-do list, learning to prioritise your tasks is vital, not only for your productivity but for your own sanity and wellbeing. But with every task appearing urgent, how do you prioritise so that you make the most out of every day? To help you I thought I would share how I prioritise my to-do list to ensure my time is spent as productively and profitably as possible.

Four Tips For Building Profitable Business Relationships

Your success and growth as a business owner or leader is often determined by your ability to influence and leverage. The more you can influence people’s thoughts and actions, and leverage their time, knowledge, resources and contacts, the quicker you can increase your capacity for growth. To do this effectively though you need to increase […]