I have been a financial adviser in Australia since 2011 and a paraplanner for 6 years prior to starting my own business. All of my training and qualifications did not even touch the surface when it comes to selling our services to clients and prospects. I read some general sales books which helped and have gone through training provided by the licensee but I was not confident in my interactions with prospects. On top of that, compliance procedures would stifle my ability to connect with clients.
Russell’s mentoring provided me with the structure and confidence to “sell” myself and to connect with prospects. He also provided guidelines that I could follow and adapt to my style that dealt with asking the right questions and a process to lead the client on a journey to the next steps. His mentoring has been invaluable, increasing my close rate and the confidence to continue advising despite the increasing compliance & educational requirements.