How to Prioritise Urgent Tasks From Your Boss

I was presenting to a group of leaders last week and a participant in the audience said, his boss always wants everything urgently or as a priority.  I wondered if it was him thinking it was urgent or if it really was urgent.   Sometimes I think we assume it’s urgent because the boss asks but if…

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4 Ways to Show You’re a Leader 

As a mum to two beautiful girls, I am always trying to lead by example, some days I get it right and other days maybe not so right but one thing I do know is that they are always watching me and always observing how I am acting.  So I am always trying to be…

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2 Easy Ways to Boost Engagement

I am always saying to leaders that without your team, you can’t be successful. I know for a fact that I would not of achieved all that I have without a successful team behind me. As the leader of the company, it is critically important that I am boosting engagement in my team because we…

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4 Tasks Every Leader Should Delegate

I ran a workshop on “How to Empower Employees through Effective Delegation” and l wrote a best-selling book “Empowering Employees Through Effective Delegation” and for many leaders just trying to figure out what to delegate is sometimes the hardest. They often say but I’m the only one that knows how to do this… so I…

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Leaders, are you Coaching or Telling?

I know many managers that find it to tell rather than coach.  However, telling doesn’t really allow the person to grow and learn and think for themselves. However, when we coach, we inspire, teach, grow and empower our people. Often managers tell me they are coaching but when I put them through one of my…

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How to have the price conversation with clients

price

Why is it that some planners get so worried when it comes to discussing the price of a financial plan?  Perhaps you have experienced it yourself, where you have shied away from talking about price with your clients? Each week I get the opportunity to observe financial planners in meetings with their clients. Some are…

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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…

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