Posts Tagged ‘Financial Advisor’
A Gentler Way to Start 2026: Wellbeing, Energy & Productivity
January has a particular kind of quiet. The emails slow down. Calendars are lighter. There is space to breathe again before the year properly asks things of us. And yet, this is often the moment we rush past. We set goals. Lock in plans. Fill diaries. Promise ourselves this will be the year we finally…
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 getting the financial planning training you really need?
When I was 13 years old my father passed away from bowel cancer. Thankfully he was smart enough to take out life insurance, because without it, life would have been a lot different for me and my seven brothers and sisters. While it didn’t make us millionaires, it did allow us to stay in the…
Read MoreAre you losing business by not having a sales framework?
I have been designing and embedding sales frameworks in Financial Services for the last five years, and I have learnt that regardless of the industry you are in; sales is an essential part of any business. Everyone on your team needs to be able to sell, but as you are probably well aware, not everyone…
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