I teach that which I most wish I had been taught
After 34 years in financial services, I asked myself what had I learned, and did I have anything meaningful to share? In a moment of insight, a thought came to me…
“It’s not about ME”
I realised it was a simple Mindset - everybody gets it in principle, yet I knew there was so
much more to it than meets the eye. I call this Mindset “A Simple Truth”
This small thought led naturally to another thought…
“It is about YOU”
Everybody gets this Mindset too - make it all about the client, focus on the client - but there
is more to it. These two thoughts were the catalyst for my learning program:
Creating Client Serving Conversations - from Sales 101 to Serving 101
It sounds “simple” and easy yet making conversations (and our focus) consistently about
our client or potential client is not as easy as it sounds.
Creating Client Serving Conversations - the process:
An examination of what we believe and why - about ourselves and our role
Exploring current language with clients and potential clients
Learning the language of serving
…and practice.
Early on “practice” feels like patting your head and rubbing your tummy at the same time…
This program works for anyone…. provided…
…they genuinely care about their clients and potential clients and want to help them with what they know and have.
How would I describe what I do?
I help people create stress-free conversations that connect comfortably, deeply, and easily with clients and potential clients.
Why do I do it?
I do this for the joy I feel when I see the light go on in another human being, as I know the inspiration that will follow for them.