Posts Tagged ‘service framework’
Are you missing opportunities to upsell and cross-sell
Are you missing opportunities by not having a more meaningful conversation with your clients? When faced with the pressure to increase sales it can be easy to focus on generating new business and miss the opportunities to have a deeper more meaningful conversation with your clients and uncover more needs. Upsell and cross-sell should be…
Read MoreIs trust more important than value?
Is trust more important than value? As you are well aware, the royal commission has put our industry under the microscope. As a result, our conversations with clients are going to get harder, and that’s a challenge all advisers need to be prepared for. In my business, I often find that financial planners believe that…
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 MoreThree Ways to Work Smarter Not Harder
In the financial services industry, I find clients want two things each year – more money and more time off – the very things you work so hard to achieve for your clients. While the first part of the year starts out well, by February many of them have fallen into their usual work habits…
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…
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