Value Proposition
Over the past few months, I’ve had the privilege of partnering with a large organisation on a significant strategic planning project. What began as stakeholder interviews across the leadership group evolved into a two-day strategy workshop, the development of a Strategy on a Page, a communications plan, implementation recommendations, and a roadmap for the future. As the…
As the year draws to a close, Team PAG is taking a moment this week to pause, connect, and celebrate together at our Christmas gathering. Among all the strategy, planning, and exciting groundwork for 2026, we’re reminded of something essential: celebration isn’t a nice-to-have – it’s a leadership strategy. It anchors us. It connects us. It reminds us why we do what we do. In the whirlwind…
Lately, I’ve noticed a theme that keeps surfacing in coaching sessions, workshops, and conversations with leaders across industries – values. Not in a lofty, abstract sense. But in a real, practical, human way. Leaders are asking questions like: “Why do I feel off balance?” “Why do I find it hard to make decisions lately?” “Why do I sometimes…
Have you ever asked yourself: “Am I truly happy?” “Is this the life I’m meant to live?” I did. It was a quiet moment – 16 weeks pregnant with my second child, surrounded by the picture-perfect life: career, house, family. And yet… something felt off. When I looked ahead 30 years and imagined reflecting back on my…
Sales is, by far, one of the most essential activities in business. A quick Google search will reveal millions of articles on how to become better at sales and while many will promise the “secrets” of sales or the one strategy that will boost your conversions, the truth is, it comes down to consistency, the…
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…
This week I had the honour of presenting at the Elder’s Conference in South Australia where I spoke on the importance of sharing your value proposition with prospects and clients. I truly believe we are very fortunate in the financial services industry. The value we provide our clients as a financial advisor, broker or agent…
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…
Are you missing opportunities by not having a more meaningful conversation with your clients? When faced with the pressure to increase sales it can be easy to focus on generating new business and miss the opportunities to have a deeper more meaningful conversation with your clients and uncover more needs. Upsell and cross-sell should be…
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…
