Posts Tagged ‘Financial Planning’
Emotional Intelligence: Transforming Client Relationships
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…
Read MoreYou can’t grow others if you are not growing yourself. Here’s why.
People leadership is not defined by your role or position, it is instead defined by your actions and ability to positively influence others.
Read More7 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.
Read MoreWhat is teamwork – and the four crucial reasons to build it
Having a great team is one thing; having great team work together is another. A team that works together and supports each other is one hell of a feeling to be a part of. Here are four reasons you need to strengthen the teamwork in your company. Teamwork fosters collaboration and unity. Gone are the…
Read MoreFive ways to boost 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…
Read MoreThe eight keys to 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…
Read MoreFive 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…
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 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…
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