Posts Tagged ‘Client Satisfaction’
Six 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 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 MoreDo you know what your True Conversion rate is?
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%…
Read MoreIntroduction to our Online Advice Framework
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…
Read MoreThree ways to increase client satisfaction and engagement
With business becoming increasingly competitive, the need to reduce costs and become more effective and efficient is at an all time high. But too often this shift in focus from serving clients, to operating more efficiently can result in unmet customer needs and a lack of trust, leading to a reduction in client engagement and…
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