Do you know what your customers say about you?
Having clients that promote you and your services is one of the best indicators of success and has been found to increase retention, referrals and spend. But how do you have more promoters than detractors?
In our overscheduled, distraction riddled, multi-tasking days, providing consistently high-quality service to clients can be a challenge. Meetings can be rushed, phone calls delayed, then stress overtakes. But it’s exactly what your clients need and demand from you, and it’s what you need to deliver as a financial adviser.
Retain your clients with consistently high service
Delivering great service to your clients can be easy, but doing it consistently? That can be much harder…unless you have a sales and service framework in place!
In our Ignite online program, we give you access to a PROVEN sales and service framework that will help you create consistent, high-quality client experiences regardless of how busy you are or how many people are on your team.
Available now for $399 for a limited time only!
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 part of every sales event.
But the truth is there is no easier sale or faster way to increase your income than to go back and explore more with the people who already know, like and trust you.
Could you be increasing the lifetime value of your clients?
TIP – If you take the time to have more meaningful conversations with your clients, you will foster greater trust and find out more details that will help you serve your client better by uncovering more needs like insurance, salary sacrifice or investment opportunities.
Upsell and cross-sell
In our Ignite online program, we give you access to a PROVEN sales and service framework that will help you identify and create upsell and cross-sell opportunities to provide a more exceptional customer service experience and increase the lifetime value of your client.
Available now for $399 for a limited time only!
PS – Whenever you’re ready, here are FIVE ways I can help you become a better leader…
1. Take my FREE masterclass “3 Steps to Leadership Excellence”
A step-by-step roadmap to guide you from wherever you are now on your leadership journey to becoming a truly world-class leader.
2. Read my book “Empowering Employees Through Effective Delegation”
If you lead a team, you need to master delegation. Learn how to delegate effectively and what to do if it all goes wrong.
3. Book a 15-Minute “Discovery Call”
Develop a personalised leadership development plan that will get you results in the next 6 to 12 weeks and beyond.
4. Want to up your Leadership Game to the next level? Register to our Leadership Development Program
Find out more about our Leadership Excellence Program – Equipping leaders wit the necessary skills to lead high performing teams.
5. Take our 3 minute quiz to discover your Top 10 People Leadership Strengths
Thousands of people have taken our quiz and used their strengths to achieve their goals. Take the quiz today and see what you can achieve.
FREE Resources To Get You Started
Register for our FREE Weekly Leadership Development Webinars
Keep growing, inspiring and leading. Leadership is a journey not a destination, as leaders we should continue to grow ourselves so we can grow others. Join us for our FREE webinars where you'll gain valuable tools, resources and insights. Our workshops are designed for leaders and managers who want to take their leadership to the next level.
Take our FREE People Leadership Quiz
Thousands of people have taken our quiz and used their strengths to achieve their goals. Take the quiz today and see what you can achieve.
Watch our FREE Leadership Masterclass
If you're sick of being pulled from pillar to post every day, frustrated by under performing team members, or struggling with low confidence or imposter syndrome then this new leadership masterclass training is for you. I'll share the 3 most common warning signs and 3 simple fixes and a step by step plan to help you become more confident, trusted and respected leader who delivers results.
