sales training

The Words We Use Can Break Or Make The Sale

June 2, 2026

We can break a probable sale or make the sale in an instant. It can turn on a phrase or sometimes even a single word. The words we use matter. When it comes to the…

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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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important or urgent

Priorities: Which urgent AND important person comes first?

October 17, 2025

The classic urgent AND important dilemma: your best client is on the phone talking to you. An incoming call from your top Centre-of-Influence comes in while talking to your best client. Do you “end and…

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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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coaching changes

Why Growth Doesn’t Happen

October 3, 2025

It’s easy to use external factrors to justify why growth doesn’t happen, but usually the reason is “internal factors”. Growing productivity – or getting financial advisers to grow themselves and their business capability – appears…

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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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qualifying-a-prospect

Is that Prospect really a prospect?

August 12, 2025

How do you know if a lead is a real prospect or if they are just yanking your chain? We’ve all had the prospects who seem to be engaged but turn out to be complete…

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