November 24, 2018 | Comments Closed |
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…
Read MoreNovember 1, 2018 | Comments Closed |
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…
Read MoreSeptember 28, 2018 | Comments Closed |
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…
Read MoreSeptember 6, 2018 | Comments Closed |
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…
Read MoreJuly 30, 2018 | Comments Closed |
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…
Read MoreJune 27, 2018 | Comments Closed |
If you’re like a lot of professionals I see, then you are probably looking for some quick and easy ways to boost your new business performance. If you’ve never tried this before, then it might seem difficult, if not impossible. And if your time and resources are already limited, then you know only…
Read MoreApril 28, 2018 | Comments Closed |
Every day my inbox is flooded with questions about selling. People want to know how to grow organically. They’re trying to figure out how to boost their sales performance without giving up quality service. Chances are, you probably have the same types of questions. And you’ve probably even spent time on blogs, forums and…
Read MoreMarch 31, 2018 | Comments Closed |
For a while now, you’ve been trying to get your producers (salespeople) to see more prospects. You see other businesses doing it. They seem to make it look so easy. But for some reason, success keeps eluding you. Every time you get close to building a strong sales pipeline, something happens and…
Read MoreTime management is a challenge at times for all professionals, with demands from existing clients it’s very easy (tempting) to get caught in the service trap and spend less time on selling. Of course, this often results in poor sales pipeline activity and ultimately declining revenue. Top professionals guard the time by structuring…
Read MoreMarch 1, 2018 | 0 |
Picture an iceberg. It has only about 10 percent of its total mass above the water, while the other 90 percent is beneath the surface. However, that 90 percent is what the ocean currents act on, and what creates the iceberg behaviour at its tip. Financial services selling can be viewed in a…
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