Posts Tagged ‘Customer Service’
Nine 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 MoreHow To Coach To KPIs
For the last few weeks one area of focus for me has been working with leaders around coaching around performance, it just seems to be that time of the year! As you may have found from personal experience, many performance conversations can be challenging and downright awkward and uncomfortable. But the right way to look…
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 MoreDo you know what your customers say about you?
Do you know what your customers say about you? Having clients that promote you and your services is one of the best indicators of success and has been found to increase retention, referrals and spend. But how do you have more promoters than detractors? In our overscheduled, distraction riddled, multi-tasking days, providing consistently high-quality service…
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 MoreAre The Questions You’re Asking Stopping You?
Are the questions you’re asking – or not asking – stopping you from uncovering more client needs? I get to observe Financial Planners conduct interviews each week and find the questions you ask clients not only tell you a lot about them, but they also tell your client a lot about you. I always find it…
Read MoreTips For Increasing Conversions
We’re officially over half way! I hope you’ve been enjoying the 6 keys to high performance financial services email series so far. Now onto Key #4 – increasing conversions. Let’s face it, it doesn’t matter how many leads you are getting or meetings you are having, if you aren’t converting sales, you are wasting your…
Read More