FINANCIAL PLANNERS.... BE YOUR BEST!

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The 2 Levels of Client Problems…
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The Classic Mistake That Too Many Financial Planners Are Making…
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What to Do When You Get a NO-SHOW!!
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Why Can’t You Use Sales for GOOD – Not Evil…?
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What are you selling – the SAUSAGE or the SIZZLE…?

The 2 Levels of Client Problems…

(SUPER IMPORTANT Video for financial planners who want to sharpen their message to market…) Team, I made this video for you to help with your messaging and getting engagement & interaction (at a time when most financial planners are just handling questions or admin or cancellations…). This one simple PIVOT will show you how to[…]

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The Classic Mistake That Too Many Financial Planners Are Making…

You’ve got an initial meeting or a ‘discovery consultation’ booked with a potential new client… What processes are you going to go through? You’ve probably already had a quick chat or had them fill in some sort of questionnaire. You’ve picked out a few ‘issues’, you’ve probably got some ‘solutions’ in mind to discuss and[…]

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What to Do When You Get a NO-SHOW!!

Hey there guys! Steve Salvia from blackwing.com.au And in today’s video, I’m going to show you what TO do… and what NOT to do – if you get a NO-SHOW at your office. There’s some certain things you should do… and certain things you definitely avoid that’ll not only make your client stick… But build[…]

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Why Can’t You Use Sales for GOOD – Not Evil…?

Hey there guys, Steve Salvia here from blackwing.com.au and the video I’m doing today, it really hurts me. Actually, it hurts me a lot to be making this video… I don’t know about you but are you as ‘p#ssed off’ as I am about hearing all the stories that have come out of the Hayne[…]

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What are you selling – the SAUSAGE or the SIZZLE…?

Hi Team, Steve Salvia here from blackwing.com.au and today I want to talk to you about selling sausages – and how that relates to your financial planning business. Dude, stay with me – I’m actually going somewhere with here… ☺. Close your eyes and picture this… You’re in the sausage business… And so is the[…]

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