Category Archives: Getting Things Done

10 Steps For Running Results-Oriented Sales Meetings


The sales meeting is an effective way to build a culture of accountability. It helps individual producers, and the business as a whole, to stay on track to achieve growth goals. Unfortunately, sales meetings can also be a source of frustration for leaders, who often allow meetings to run them and to weigh everyone else…

5 Steps to Attracting High Quality Prospective Clients


How are your marketing efforts working for you? Are they filled with good intentions, but delivering few tangible results? I speak to financial services leaders and professionals every day. I know that attracting, and acquiring, new business is one of the toughest challenges they face. Even experienced professionals, who have grown their business organically, via…

Stop Using A ‘To-Do’ List and Start A ‘Have-To’ List


Do you ever find yourself constantly recalling some tasks you need to attend to, when there are others you might forget for days or weeks, or even forever? You are probably not alone. People regularly ask me for tips on how to manage those items that scream for your attention and keep jumping up to…

Getting on With It and Getting Things Done in 2020


“Since we cannot change reality, let us change the eyes which see reality” Nikos Kazantzakis This has been a year like no other. The global pandemic has had an impact on every business and industry, regardless of size. My business is no exception. I’ve been busy – innovating, launching new services and expanding my reach…

Top 9 Productivity Tips to Beat Procrastination and Drive Growth

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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…

 The 80% Solution to Growing Your Business

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The late Ben Feldman is regarded as one of the best financial services sales professionals ever.  He was based in East Liverpool, Ohio, population 13,000. At his peak he sold more life insurance by himself than 1,000 life insurance companies in the United States. How did he do it? Ben kept it simple. First, he…

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