How are you? It’s been a while since I’ve sent my usual newsletter. There is a good reason though I promise…but before I get to that let me share with you something I don’t often tell people.
When I was 13 years old, my father passed away. Being one of seven children, our family could have been devastatingly different if an Adviser didn’t have the tenacity and the courage in the late 70’s to tell my dad that he needed life insurance. Luckily, my dad was smart enough to listen.
This didn’t leave us millionaires, but it left us with a roof over our head, my mum with some time to grieve and seven children that didn’t have to leave the house their father built.
As soon as I could get a job in Financial Services I did. That was over 25 years ago. Since then I’ve made it my mission to help as many financial advisers that I can, so they can help the people of Australia have the future I believe everyone deserves.
Online Advice Framework
For the last eight years, this has consisted of designing, developing or embedding sales and service frameworks for financial services organisations like QSuper, Suncorp, NAB and Energy Super which has been great, I’ve been able to help hundreds of financial advisers.
But I want to help thousands! To do that I needed to develop a program that could be easily accessible to all advisers – and that’s what I’ve been busy doing the last few months, you can take a peek at my video below.
I am excited to announce to you first that I will soon be launching this same Advice Framework online, that is interactive, shares best practice examples, high tech and accessible 24hrs a day 7 days a week to all Advisers across Australia to help them:
Convert more business, reduce appointment times and increase revenue
Improve their customer experience, close more sales and increase productivity and performance
Help all financial advisers streamline their business, get the most out of their team and create customer experiences that are second to none.
A framework provides a clear and consistent sales process that helps financial planners to create deeper relationships with their clients that leads to better conversations, better compliance, better conversions, and better results for all.
A framework allows for deeper, broader, more meaningful conversations with clients increasing loyalty and making upselling and cross-selling easier.
A framework increases planner efficiency and productivity and decreases compliance risk by incorporating proven processes that save time, serve your client’s best interests and add value to your business.
The three programs will be launching soon, but before it does, I thought I would take this opportunity to add value to your business with a free new resource – ‘The Six Keys to High Sales Performance’ email series.
Over the next six weeks, a new email packed full of value will arrive in your inbox covering everything from consistent client experiences to cross-selling and up-selling to generating referrals.
After this, you’ll be the first to hear the release date of my new program and get an exclusive rate for a limited time.
I hope you enjoy – and please let me know what you think!
Wishing you a profitable and high performing year ahead!
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.
