sales interview

talk-to-people

Talk is cheap…but the returns are fantastic

April 21, 2026

Word-of-mouth remains the best marketing professionals can use, or get. The next best is “talk”. Talk to clients and prospects directly. One-to-one…actually spending time communicating directly with each other…voice to voice…human to human. While I…

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How to create engaging conversations

November 28, 2025

Creating engaging conversations with people you don’t know well, or who feel they don’t know you well enough, is difficult. It can be even more difficult when they are guarded…thinking maybe that you are just…

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sales-numbers-suck

When Your Sales Numbers Suck…

October 7, 2025

Sometimes the best thing an adviser can do is admit to themselves that their sales numbers suck. It’s the age-old “you can’t improve something until you admit that there is something wrong with it“. The…

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The first sale you have to make…

September 26, 2025

There is a first sale that advisers have to make, before they make the sale they want to make. The first sale that has to be made is YOU. Advisers often tell me they are…

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influencer soft skills

The Essential Soft Skills Needed To Influence

November 19, 2024

To influence others requires softs skills rather than hard core sales skills and techniques. The financial adviser is supposed to be an influencer…our role is to influence others to make better decisions than they would…

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Want Prospects To Open Up? Learn from the Pro’s who make millions doing it for a living…

November 15, 2024

We need prospects to open up if we are to to do our jobs well and help them as much as possible. That takes a bit more thought and skill than merely flicking between open…

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transition to business

Lost Sales Skills: How to “get down to business” without drama

September 6, 2024

The advice industry has lost a lot of sales skills, and it needs them. If we are to help consumers make better decisions and change behaviour then we have to be able to help convince…

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