Posts Tagged ‘Customer Service’
The Five Love Languages: A Fresh Lens on Leadership and Sales
Earlier this year, I joined Darren Mitchell on The Exceptional Sales Leader Podcast to talk about lessons in leadership and sales. That first conversation touched on a theme very close to my heart – the power of connection – and we alluded to a follow-up episode where we’d dive deeper into the Five Love Languages. …
Read MorePowerful Permission to Pause for Honest Reflection
At this time of year, many of us are focused on team goals, pipeline opportunities, budgets, and performance planning. But when you’re leading a team of sales professionals or leading a business, one thing holds true: Leadership starts with reflection – not perfection. And in every conversation I’ve had lately with leaders in super, dealer…
Read MoreThe Quiet Power of Vulnerability
Recently, I had the privilege of contributing a deeply personal story to a new book — one that’s very close to my heart. I can’t share all the exciting details just yet, but throughout the writing process — and especially during conversations with my editor — there was one feeling I kept coming back to: a…
Read MoreThe Post-Holiday Productivity Slump
(And How to Beat It) There’s something about that first week back after a break that just hits differently. I’m landing back from Bali after a much-needed reset with my girls, but stepping into a short work week after the Easter long weekend means one thing—playing catch-up! And I know I’m not the only one.…
Read MoreBreaking Bread & Building Trust
The Power of Shared Experiences in Client Relationships As we approach Easter, many of us look forward to gathering with family and friends around the table, sharing stories, laughter, and of course, food. As my own heart warms in the lead up to the long weekend and the time I will get to spend with…
Read MoreConnecting Across Generations: Conversations that Count
When a conversation flows effortlessly, you know you’re tapping into something real—and that’s exactly how it felt sitting down recently with James Wrigley on the Ensombl Advice Australia Podcast. We dove into a topic that’s close to my heart: the intergenerational wealth transfer, and what it really takes for financial planners to be connecting across…
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 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…
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