Category Archives: Selling
How well organized is your client’s information?
Anyone who does not yet get along with people doesn’t belong in this business because that’s all we got around here – Lee Iacocca It’s critical that you really get to know your clients. A well-organised marketing information system takes the guesswork out of marketing and efficiently leverages your time. It also provides you with…
Time Is Money: Spend It Wisely
‘Time is money’. Nowhere is this truer than in financial services. And it isn’t about how much time you have. It’s how you use the time you have that will ultimately determine your level of success. You have two options about how you spend your time. You can focus on tasks or on results. Professionals…
Leveraging Relationships: A Safer Bet
It’s definitely popular, but when you think about it, social media marketing is a bit of a gamble. Here are some interesting facts and statistics. Did you know? There are over 1.7 billion websites on the Internet 9 new websites are created every minute The first YouTube video was uploaded in 2005 Today, more than…
Focus + Accountability = Growth
“Accountability separates the wishers in life from the action-takers that care enough about their future to account for their daily actions” John Di Lemme As another year begins, many professionals are focusing their efforts on setting new business goals, or perhaps re-evaluating existing ones. Focusing on a task is easy; sustaining it over the longer…
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…
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…
The Answers to Your Top Seven Marketing and Selling Questions
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…
How Did You Get That Lead?
Generating high-quality leads will always be a high priority for professionals. Top performers learn and develop good prospecting habits early in their careers. Average performers, often rely on third party sources for their lead generation. A survey of several hundred professionals revealed the most effective lead generation methods: Networking Online Telemarketing Direct marketing Traditional advertising…
Are You Sitting on A Potential LinkedIn Gold Mine?
I recently conducted a workshop on how to use LinkedIn as powerful prospecting and lead generation tool. Several of the participants were surprised to learn that they could be sitting on a potential gold mine of potential leads and referrals. Their lack of understanding, or even fear, was preventing them from fully tapping this rich…
Critical Success Factors: Things That Determine Your Success
“Shoot for the moon. Even if you miss, you’ll land among the stars” – Norman Vincent Peal Every industry has its performance areas where things must be done correctly if the business is to flourish. They are sometimes referred to as Critical Success Factors (CSF), and business owners must give them continual attention, if…
