sales management

big-wins-from-being-decisive

Big Wins Come From Being Decisive

April 10, 2026

Paralysis from analysis is generally an achilles heel of professional services it seems, and amidst all the change and carnage of financial advice simply being decisive can be a winning difference for practice owners. Indecision…

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Financial advisor sales activity

Slow down and get better results

August 22, 2025

To get better results one usually has to change something, and sometimes it strangely enough better results can be achieved from doing something which seems counter-intuitive: Slowing Down. Anyone who has played a lot of…

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How to make your KPI’s actually work!

February 14, 2025

Looking ahead at the changes you can…no… the changes you WILL make in the next year you have probably begun to zero in on the Key Performance Indicators – the KPI’s. These are the measures…

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Sales Activity Can Be Gamified

January 16, 2024

Some things are timeless simply because they have stood the test of time, and focusing upon sales activity is one of them. “Sales activity” as a concept is probably abhorrent to many professionals today, but…

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There is a need for speed with lead conversion…

December 8, 2023

Speed kills…except in sales….there IS a need for speed with lead conversion. By calling a lead personally within 5 minutes of receiving a lead you can increase your chances of getting them as a customer…

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You get the behaviour that you reward

July 31, 2023

We tend to get the right behaviour when we see it and reward it repeatedly. Kindergarten teachers know it, so why don’t the leaders of professional services firms know it and use it? Here are…

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Improve your sales results with a quick “Kerbside Review”

June 7, 2023

One of the most effective ways to improve sales results is to spend 2 minutes on a reflective process after each client meeting – whether it was a good or bad one. It is the…

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Sales management is more than “make the troops jump through hoops”

February 17, 2023

The majority of professionals running practices have superb technical competency, and often have significant commercial management skills, but a very common shortcoming is “Sales Management” experience or skills. The typical result of this shortcoming is…

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