Are you spending more than 1 hour in client appointments?
In this day and age, our natural state is busy. But being busy doesn’t mean we are productive. As a financial planner, spending too much time in appointments will have a negative flow on effect, leaving limited time for the activities that will make a difference to your practice – like client acquisition, process improvement and building referral partners to name just a few.
To regain control of your appointments, reduce your appointment time and increase your productivity you need to:
- Create structure to your appointments; and
- Establish proven best practice processes that help you have the right conversations at the right time
Don’t keep wondering how you can reduce your appointment times
Subscribe now to our Ignite Online Program and you will get access to a PROVEN sales and service framework that has helped hundreds of financial planners become more productive and efficient in their appointments, so they can focus on the important tasks that grow their practice and their REVENUE.
Available for a limited time at only $399!
The good news is that a sales and service framework does exactly that!
PS – Whenever you’re ready, here are FIVE ways I can help you become a better leader…
1. Take my FREE masterclass “3 Steps to Leadership Excellence”
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If you lead a team, you need to master delegation. Learn how to delegate effectively and what to do if it all goes wrong.
3. Book a 15-Minute “Discovery Call”
Develop a personalised leadership development plan that will get you results in the next 6 to 12 weeks and beyond.
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Find out more about our Leadership Excellence Program – Equipping leaders wit the necessary skills to lead high performing teams.
5. Take our 3 minute quiz to discover your Top 10 People Leadership Strengths
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FREE Resources To Get You Started
Register for our FREE Weekly Leadership Development Webinars
Keep growing, inspiring and leading. Leadership is a journey not a destination, as leaders we should continue to grow ourselves so we can grow others. Join us for our FREE webinars where you'll gain valuable tools, resources and insights. Our workshops are designed for leaders and managers who want to take their leadership to the next level.
Take our FREE People Leadership Quiz
Thousands of people have taken our quiz and used their strengths to achieve their goals. Take the quiz today and see what you can achieve.
Watch our FREE Leadership Masterclass
If you're sick of being pulled from pillar to post every day, frustrated by under performing team members, or struggling with low confidence or imposter syndrome then this new leadership masterclass training is for you. I'll share the 3 most common warning signs and 3 simple fixes and a step by step plan to help you become more confident, trusted and respected leader who delivers results.
