| August 20, 2019 | Comments Closed |
7 Growth Strategies
Ever wondered why so many financial services businesses struggle to produce superior results? I’ve worked with hundreds of professionals around the world, and here’s what I’ve noticed: Those who consistently produce top results employ these 7 Strategies For Success: A clear market focus. If you want to build your business and drive growth,…
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| August 19, 2019 | Comments Closed |
Forget Playing the Numbers Game
Baseball is one of my favourite sports. Did you know that for a ball player to have an average season, they need a batting average between .250–.300? This means that they only need to get a hit three out of every 10 times at bat. Anything greater than this is considered a good season….
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| March 2, 2019 | Comments Closed |
Perpetuation: Taking A Long View of Your Business
The Talladega Insurance Agency in Talladega Alabama was founded in 1858. It is the third oldest insurance agency in the United States and probably one of the oldest in the world. There are few financial services firms anywhere that can claim to have operated prior to the American Civil War. That’s what I call…
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| December 31, 2018 | Comments Closed |
Is Your Marketing Turning Your Business Into a Commodity?
There is no such thing as a commodity. All goods and services are differentiable. —Theodore Levitt I buy my shoes from a family owned specialty men’s shoe store that has been operating in Melbourne for over 60 years. An employee with 16 years of service tells me the business has over 30,000 customers who, on…
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| November 29, 2018 | Comments Closed |
Why a 100% Retention is Bad for Your Business
Every year my neighbour prunes the rose trees in her garden. Every cut results in new growth that will eventually bear flowers. She knows that pruning is a must-do chore that keeps her roses healthy. In a similar way, professionals should regularly prune their client base. It’s a ‘must-do’ for you, to promote growth and…
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| November 24, 2018 | Comments Closed |
Experienced Professionals Never Stop Learning
Top professionals know that learning is a lifelong pursuit. Education, training and development will bring greater benefits for your clients, your industry and your own career. Experienced Professionals Never Stop Learning The Banking Royal Commission has highlighted one key thing: the need for continual education and training for experienced professionals. Regardless of how…
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| November 1, 2018 | Comments Closed |
Accountability Equals Growth
Do you want to unlock the secret to producing superior growth? The key is simply to make sure that everyone is involved in the right activities, at the right time. If you want to get everyone on board, and build a high-performance team, you must create a strong culture of accountability. One of the…
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| September 28, 2018 | Comments Closed |
Top 9 Productivity Tips to Beat Procrastination and Drive Growth
I regularly meet financial services professionals who say they never have time to market themselves or their business. They seem to have a lot of time, however, for unproductive activities, such as such as surfing the web, browsing social media, constantly checking emails and organising their offices. For many, these are procrastination tactics. They…
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| September 6, 2018 | Comments Closed |
The Right Way To Respond When Someone Asks ‘What Do You Do?’
If you’re like a lot of financial services professionals, you probably struggle at times when someone asks you the question ‘What do you do?’ Too many professionals are caught off guard by this simple question. They often end up talking about themselves and the position they hold, and fail to gain the…
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| July 30, 2018 | Comments Closed |
9 Pieces Of Marketing Material Every Professional Should Have
The purpose of having marketing materials is to package your expertise, to help sell to a prospective client, and to sell yourself. A growing problem for many financial services professionals is the poor standard of their written marketing materials (including brochures and websites). This makes it difficult for them to differentiate their services and…
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