WELCOME TO THE RICS SERVICES

You can engage Russell to share his knowledge and experience in three ways.

KEYNOTE
SPEAKING

TRAINING
AND WORKSHOPS

COACHING
AND MENTORING

THE RICS SUBJECT MATTER

This page provides an overview of the various subjects that cover Russell’s expertise.

THE FILE NOTE: A POWERFUL TOOL

A well-recorded file note of the initial meetings questions and answers, positively confirmed by a prospective client, highlights the reliability of you as an attentive listener. The subject matter focuses on how to then utilise the file note to form a solid basis for the eventual acceptance of your recommendations.

PROSPECTING

Prospecting is the key to activity; activity is the key to productivity; productivity is the key to profitability. This subject matter focuses on the creation of a profitable referral network to sustain client opportunities through the design and use of specific profiles.

THE PERSONAL AND BUSINESS MARKETS

The majority of risk of financial advisers focus only on the personal market, leaving the business owner market relatively untapped. This subject matter focuses on how you can not only succeed in the former, but also how to break into, and equally succeed in, the business owner market.

ESTATE PLANNING

Estate planning doesn’t have to be equated with death. Instead, it can be anchored to the three phases: creation, preservation and distribution. This subject matter focuses on how each of these phases highlights needs to be effectively addressed by you, resulting in the development of long-term relationships.

BRAIN, TIME AND INTEGRITY

This subject matter focuses on demonstrating how continued investing in your self-education contributes to your becoming the best that you can be; time management processes to ensure that no working day is ever wasted; activities you can acquire which will have a positive effect in developing integrity.

EXPERTISE AND MORE

If you are looking to engage with Russell on a specific area of risk insurance other than those mentioned above, please get in touch so that he can speak to you about it.