Posts Tagged ‘Business’
Five ways to boost team morale
Your team are your greatest asset. You know it, I know it – but do they know it? Richard Branson says “A company’s employees are its greatest asset and your people are your product” . Their good work and loyalty can fail to get the appreciation and recognition it deserves and instead your team hear…
Read MoreNine things successful people do after holidays (to get back in the swing of things)
Coming back to work after holidays is hard, I get it – and I feel it! Gone are the long days relaxing by the pool, or lounging around with friends and family as we escape the usual crazy schedule of our day-to-day lives. But the transition back to work doesn’t need to be too hard…
Read MoreSix questions to create your value proposition for 2019
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…
Read MoreAre you doing enough with referral partners?
Throughout my coaching, I often work with clients who have a team of financial planners. Within that team, you will have those that get a massive amount of referrals while others get next to none. What is the difference between them? Are you doing enough with referral partners? Back when I was an adviser, I worked…
Read MoreHow to have the price conversation with clients
Why is it that some planners get so worried when it comes to discussing the price of a financial plan? Perhaps you have experienced it yourself, where you have shied away from talking about price with your clients? Each week I get the opportunity to observe financial planners in meetings with their clients. Some are…
Read MoreAre you missing opportunities to upsell and cross-sell
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…
Read MoreIs trust more important than value?
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…
Read MorePreparing for your client meeting
While we have discussed the importance of frameworks when it comes to sales and service success, it’s important to also focus on the human element on your client meetings. These face-to-face interactions are incredibly valuable to clients and are the key to building lasting relationships. Though in order to have productive and meaningful meetings with…
Read MoreWhy Increasing Emotional Intelligence Increases Sales
You may have thought that Emotional Intelligence (EI) is a new buzz word, however it’s been around since the early 90’s. Research has shown since the 1990’s that EI is far more important than IQ when it comes to future success. Dr Howard Gardner the influential Harvard theorist defines your EI as “the level of…
Read MoreThree Ways to Work Smarter Not Harder
In the financial services industry, I find clients want two things each year – more money and more time off – the very things you work so hard to achieve for your clients. While the first part of the year starts out well, by February many of them have fallen into their usual work habits…
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