Posts Tagged ‘Financial Planning’
Are you doing enough with referral partners?
Throughout my coaching, I often work with clients who have a team of financial planners. Within that team, you will have those that get a massive amount of referrals while others get next to none. What is the difference between them? Are you doing enough with referral partners? Back when I was an adviser, I worked…
Read MorePreparing for your client meeting
While we have discussed the importance of frameworks when it comes to sales and service success, it’s important to also focus on the human element on your client meetings. These face-to-face interactions are incredibly valuable to clients and are the key to building lasting relationships. Though in order to have productive and meaningful meetings with…
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…
Read MoreFour easy steps to set goals you’re motivated to achieve
If you are like most people your year starts off with the best of intentions. You’re all fired up from the break and ready to make big changes to both yourself and to your work.
But then the phone calls and emails start coming in, and the meetings, tight deadlines and business as usual activities that keep you running, distract you from your bigger vision and goals. Before you know February is here, and you’re no closer to achieving your goals. Sound familiar?
So what makes some business people more successful and committed to their goals and how can you be more like them? Here are four easy steps to set goals you’re motivated to achieve.
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