Blog

How To Coach To KPIs

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 […]

Is trust more important than value?

Is trust more important than value? As you are well aware, the royal commission has put our industry under the microscope. As a result, our conversations with clients are going to get harder, and that’s a challenge all advisers need to be prepared for. In my business, I often find that financial planners believe that […]

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 […]

The 1-Hour Client Appointment

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 […]

Generating Referrals

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 […]

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 ways to grow your team beyond you

As a leader, it can be easy to think your most important role is to increase your organisation’s performance and profit, but the true goal of a leader should be to help your team become more confident and accomplished. So how do you help them to live up to their full potential? Here are five […]

Five ways to become a respected leader

While your title as a leader can give you power and prestige, it is how you choose to lead that can determine how much respect you gain from your team and others. Here are five ways to become a respected leader that everyone looks up to. 1. Take the focus off you I’m sure you’ve […]

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