Breaking Bread & Building Trust 

shared experiences

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…

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Connecting Across Generations: Conversations that Count

client conversations

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…

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Emotional Intelligence: Transforming Client Relationships

emotional intelligence

What sets top business leaders apart? It’s not just technical expertise—it’s the ability to build trust, understand client values, and guide them with emotional intelligence. I recently had the incredible opportunity to sit down with Keith Ford at the IFA for a podcast episode around the Intergenerational Wealth Transfer. Keith Ford, a prominent figure in…

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7 Habits of Highly Effective People

When I first read 7 Habits, I was amazed at how closely linked the 7 Habits were to successful leadership and leading change. I see many of these habits in great leaders, and if you’re attempting to navigate change within your workplace, they will all play a key role.

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Five ways to boost team morale

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…

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The eight keys to successful selling

successful selling

Sales is, by far, one of the most essential activities in business. A quick Google search will reveal millions of articles on how to become better at sales and while many will promise the “secrets” of sales or the one strategy that will boost your conversions, the truth is, it comes down to consistency, the…

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Five tips for running a successful sales meeting

I know people don’t like to admit they are in sales, but the truth is we all are somehow. If we aren’t selling the benefits of a product and service to our clients and explaining how it meets their needs, we are selling ourselves as the expert they can trust. Most people resist the label…

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