sales process

Fighting Off The “Free” Advice Competitor

November 3, 2021

“Free” advice is never actually “free”, is it? None of us are silly – including the people we are talking to as prospective clients. Everyone knows advice isn’t free…it is at someone’s expense, and someone…

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task-management

Productivity Tip: Prioritise the Activities that Yield the most

October 20, 2021

Managing time is not a productivity tip. Time ticks on regardless and you can’t “manage” it. What you can do is prioritise how you use it. So here’s the top productivity tip: To handle a…

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professional-process

Professionals Have, And Use, Processes

September 17, 2021

True professionals don’t just HAVE processes, they have processes they use everywhere in their work. All the time. Professionals are in fact process-driven. We need to learn from those professions where the outcome of a…

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center of influence referral marketing

Bring Back The Long Lunch…it will be good for your business!

August 6, 2021

Tom Peters suggested many years ago that one of the most effective marketing activities a professional could engage in were weekday lunches. 250 of them in fact over the course of the year. That is…

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YOUR need will kill the sale

July 12, 2021

I think it has always been true, but it is more true than ever: a needy adviser is a major turn off to potential clients. YOUR need will a sale. Sometimes, perhaps too many times,…

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How does culture create lasting success?

June 18, 2021

If you doubt that culture can create lasting success, then consider this: Imagine a sports team (or club if you prefer) that competed continuously for well over 100 years and during that time had a…

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telephone track closing

Getting the right style and structure for an effective telephone track

April 21, 2021

Being able to build an effective telephone track is a core skill for any adviser, and yet, so few seem to understand how to build one. It is perhaps one of those “lost sales skills”…

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what's in it for me

Answer the only question that matters and prospects will give you what you want

April 12, 2021

The only question that matters to prospects is “W.I.I.F.M?” The big “what’s in it for me?” question is the only question that matters when we are dealing with a prospective customer…someone who WE want to…

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