Skip to content

Posts Tagged ‘Financial Services’

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…

Read More

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…

Read More

Five tips for running a successful sales meeting

successful selling

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 More

Are you doing enough with referral partners?

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 More

Preparing for your client meeting

Preparing 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 More

How to identify if a sales framework is needed in your business

sales framework

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.  …

Read More

Four 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.

Read More
Scroll To Top