Do you know your conversion rates? I don’t mean your gut feel. I mean your actual, statistically proven conversion rates. If you don’t know them, you’re not alone, but you are missing a trick. Lots of businesses I work with don’t know their basic conversion rates. That is conversion from: Enquiries inward to first appointments bookedFirst appointments, to clients who engage to buy a financial planPlans presented, to people who implementImplementations to ongoing review … [Read more...] about How many people do you lose at each step of your advice process?
Failing to plan effectively is one of the biggest roadblocks to success for most businesses I work with. Here’s how you can get better at it. I think everyone knows that planning ahead is a better course of action than not planning ahead. Yet most businesses I know don’t plan ahead very well. Why? There are a few possibilities: a.) Maybe they don’t know how. b.) It hurts a bit. That is, it takes effort and can give you a brain ache c.) Planning forces you to confront … [Read more...] about Secrets to stepping off the treadmill
Summer has arrived, although it might not feel like it outside! Here are some great articles that will help you spend more time enjoying the sunshine (hopefully). Take a step away from getting things done, and get reading. You’ll thank yourself for it. Post The Salaries on The Fridge Philip Palaveev A financial planning executive accidentally sent the entire salary structure of the firm to all of its employees, and it caused a lot of consternation. Palaveev says … [Read more...] about Must-Reads for Your Business: June 2019
What can we learn from successful sporting organisations? Plenty it turns out. Read on. I watched the final of the Champions Cup Rugby recently, where Saracens beat Leinster (13th May 2019). As I’ve written before, I love a good sports to business crossover story, and the post-game interview with Mark McCall, the victorious Saracens coach, had two pearls of wisdom for any aspiring organisation. I wanted to apply that wisdom to your business to see if it helps spark any new … [Read more...] about How to achieve your goals and enjoy the chase…
In his blog, How Smart Do You Have to Be to Succeed? James Clear says, “We often think that the reason we aren't succeeding is because we haven't found the right strategy or because we weren't born with the right talents.” Nothing could be further from the truth. Do you ever wonder what makes the best financial planners the best? I have to be honest, for me it’s not technical smarts. Don’t misunderstand me; the best Financial Planners that I know are technically very strong, but … [Read more...] about Creativity matters more than intelligence