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!