Posts Tagged ‘Financial Services’
You 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 MoreAre 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 MoreHow to identify if a sales framework is needed in your business
Last month I talked about how a sales framework can help you build trust, understand the goals and objectives of your clients, increase conversions and boost performance and accountability within your team. A service framework can in many ways do the same with the additional benefits of organisational efficiency, staff satisfaction and client retention. If…
Read More