In this series of articles, I will outline some of the steps that I have used successfully before, during and after the sales conversation to build trust and win great clients. Let’s start with Part 1: what to do before the meeting to start building trust right away.
Business Development for Advisories
FINSIA Webinar Recap: The number 1 thing holding professionals back in BD
In my April webinar for FINSIA on ‘Network-building plans for finance professionals in the new normal’, I outlined the key problems I see professional advisors stumble on when it comes to their business and relationship development. Here’s the number 1 thing (and how to overcome it).
FINSIA Webinar Recap: The finance professional’s personal brand in 2022
While the recent business landscape has presented many challenges for the banking and finance industry, finance professionals have opportunities in 2022 to build trust and visibility by focusing in on personal brands. In this webinar for FINSIA, I highlighted 3 key strategies to consider this year.
3 New Year Goals for your Personal Brand
We might roll our eyes at the concept ‘New Year, New You’… but doesn’t it still hold a spark of interest for us?
If you have been thinking about ways to reinvent yourself – or simply to enhance a few areas of your personal development and public image to help you achieve bigger goals this year… here are 3 New Year Personal Brand Goals to consider.
Moving from casual contact to real conversation: The ONE THING you need to have
In my workshops, people always ask, ‘How do I move a casual contact to a meaningful conversation?’ Here is the ONE THING you have to have (and it isn’t a cupcake… though that may help!).
How your ‘Team Brand’ can make your BD team stronger: Take-aways from my workshop for Westpac
Building your ‘Team Brand’ is a powerful way to boost trust and visibility for your own personal profile, your team, and your organisation!
Why your team needs Professional Confidence and how to get it
Developing the professional confidence of your team should start early in their careers and continue all the way through. By developing your team’s professional confidence, you are developing a ‘team brand’ of trust.
FINSIA Webinar Highlights: Redesigning Trust in the Digital Age
Trust is more than a code of ethics or PR management. Culture may be intangible but it IS visible – publicly, online! Highlights from our discussion for FINSIA’s Future of Finance 2021 series, where I co-presented with futurist Rocky Scopelliti.
VIDEO: 10 ideas for greater leverage and impact in networking
My live Q&A Chat in April 2021 was on ’10 ideas for greater leverage BEFORE, DURING and AFTER networking’.
I shared my top 10 tips for impact in networking in person and online. We then had time to network and discuss implementation points.
3 ways to get the most out of virtual networking
Many of us are growing weary of video calls and webinars… but some have mastered the art and are finding the benefits include more purposeful conversations, saved time and money and the opportunity to reach more people in one day.