Do you know what your TRUE conversion rate is?
I often ask this of financial advisers I work with and they usually come back with a confident answer of “I convert 80-90% of my sales meetings”. But when we plug the real figures into a calculator the reality is, it’s a lot closer to 40-50% and I’ve seen some as low at 25%.
It never surprises me that conversion rates are inflated, but by doing so, we can miss key opportunities to improve our sales ability, simply by unconsciously deceiving ourselves that we are good at sales and don’t need any help.
Low conversions really impact your business, your time, your energy and most importantly your revenue.
This is an area I spend a lot of time on with financial planning businesses to give them clarity on where their conversion rates really sit. As your ability to convert is critical to your success as a financial advisor, I want to give you the opportunity to get more help around this area – with no cost or obligation.
For the first 10 people to email I will give you a FREE 30-minute sales diagnostic that will reveal your true conversion rate and discuss ways to increase it.
The results will surprise you!
I look forward to helping you unlock your full sales potential.
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”
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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.
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