100 percent full-time clients is the most efficient way to maximise the value of your business. Full-time client’s means, you have 100 percent share of your clients wallet, you are their go to person. In this podcast I show you to how covert your top clients (top 20%) into 100% full-time. Click here to listen
All top professionals practice. It’s the fastest way to improve any skill. Regularly practicing your sales skills in a safe environment will enable you to deliver in the moment when in front of a prospective client. In this podcast I share seven capabilities top professional continually practice to stay on top of their game. Click…
“The future is not some place we are going, but one we create. The paths are found , but made, and the activity of making them changes both the maker and destination.” John Shaar One of the hallmarks of a top professional is their ability to steer the direction of their career by creating a…
Mindshare is the level of awareness of you and your firm in the mind of a prospective client. It’s important you build mindshare in your chosen markets so that your firm is top of mind when a prospective client is ready to take action. In their classic marketing book Positioning: The Battle for Your Mind,…
Your sales pipeline represents the future of your business. In this podcast I cover: 7 steps of the sales process Keeping your pipeline flowing with new business Quality vs quantity Options for maintaining your pipeline Click here to listen
Cross-selling is one of the most talked about and often poorly executed strategies. Every leader that I speak with, admits they can and should become better at cross-selling. During this episode I’ll provide techniques to help you: Generate organic growth Improve retention Produce high quality referrals Click here to listen to podcast
You are in the people business business. These people are your prospects, clients, influencers, strategic partners and employees. Click here to learn how to proactively manage and profit from these relationships.
I regularly meet professionals who are technical wizards. They know everything there is to know about their area of expertise in financial services, whether it be accounting, finance, actuarial services or risk management. Even so, many of these same professionals and firms are struggling to grow their businesses because they know hardly anything about marketing….
Episode 4 Influencer Marketing listen here
My new podcast “Top Producer” is now available on: Apple, Amazon and Spotify I provide quick ideas, techniques, and tips to help financial services professionals acquire, develop and retain clients and produce superior growth results. New episodes added weekly.