training worksheets - mk0xyadviser3ehmntnf.kinstacdn.com · “anything’s possible, it’s just a...

TRAINING WORKSHEETS

“Anything’s possible, it’s just a matter of HOW…!”

I often get asked what a typical Blackwing ProfitConsulting client looks like. Well the reality is that they look just like you…! They are dedicated, entrepreneurial, hardworking people who are looking for smarter & faster ways to produce even better results.

They are usually family oriented people who often struggle with the burdens of work and trying to juggle the responsibilities of work and family. Some extra lifestyle / ME time wouldn’t go astray either…. They’d like to improve in the areas of Growth, Profit and Cash Flow and they are also concerned about how to generate new leads and convert them better – into higher fees and on Fee For Advice packages.

They’re normally great financial planners, BDM’s/PDM’s, Operations Managers or Financial Services providers, but often some of the concepts around marketing are a mystery to them and they almost always want more sales, but sales skills don’t always come naturally to them. They are ALWAYS looking for better ways to serve their clients!

They are working hard to ‘crack the code’ in their business and unlock the true potential that’s available, whilst at the same time building an awesome culture and TEAM environment – watching their team’s families prosper and therefore – their communities prosper. Often times, they would like to know how to get‘more stuff done’…, by implementing better systems, processes and actuallyhaving a plan to work to. They are open to new ideas and are happy to be‘coached’ to get awesome results.

They get that ‘it’s lonely out there’. Business can be a lonely place so they enjoy partnering with trusted people and a group of other ‘like-minded’ professionals. Peers who they know have their best interest in mind and give any feedback (both good & bad) that comes from a place of love, respect and from the heart. Importantly, they want to ensure that they have a ‘crystal clear’ understanding of their business and are looking for the answers to the questions they have been asking others for years.

At the end of the day…, they want more dollars in their back pocket, better businesses, less stress and the lifestyle and family life they have always dreamt of …! They’re ready to take action...

If any of this resonates with you…, then we WELCOME you to apply to join Blackwing Coaching Club today!

message from STEVE SALVIA

Steve Salvia - Winning the AFA Adviser of the Year

award.

NOTES PAGEBLACKWING COACHING CLUB

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Most advisers try to bolt a close onto an unrelated topic - and their conversions and confidence suffer. W

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this worksheet to identify the 6 key drivers to include in your conversion conversation.

OBJECTIV

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PEOPLE

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ACTION STEPS

BACKBURNERS

‘Quick ‘n’ Dirty’ action (5 mins)

Project 1:

30-60 minutes per day

48hr Rule:


Project 2:


48hr Rule:


Project 3:


48hr Rule:

m: 0419 466 350 e: [email protected] w: www.blackwing.com.au

GAME PLANBLACKWING COACHING CLUB

TAKEAWAYS:

ACTIONS:

DELEGATIONS / COMMUNICATIONS:

TOOLS/ TEMPLATES / SWIPE FILES

www.blackwing.com.aue: 0419 466 350 e: [email protected]

If you’ve worked with Steve Salvia as a client, seen him present at a conference or had the benefit of one of his Business Improvement workshops, you’d know how his ‘dynamic & interactive style’ will both challenge you and inspire you to get Results!

Widely regarded as a leading authority on creating an outstanding business & team environment, Steve is a highly sought-after and experienced speaker, presenter and ‘success coach’ to high achievers in almost every fiel . When you look at any high performance athlete or team, you know that behind them is an inspiring coach giving them skills, motivation and support to reach their true potential

“Steve, I have to tell you I found your session to be the highlight of the conference! Not only because you have some great ideas, but because you gave me a good kick in the pants. Having developed our system’s to a certain point, I’ve then sat back and not continued the development process – I wrote “we are stale”, in my notes. Your session made me ask the question, “am I still growing, or have I really retired”... I think the truthful answer was, I was neither. I was just marking time until someone gave me a push, one way or the other and YOU gave me that push”.John Strange – Personal Financial Designs - Cairns

The first thing you’ll notice about Steve is his unique ability to understand what your business needs and then fil er through his wealth of knowledge to present an effective solution to support you & your team. You’ll also discover how he takes complex business strategies and turns them into easily understood models and metaphors that can be readily applied.

Steve’s results are nothing short of ‘spectacular’! His professional & business successes are a true testament of what can be achieved in YOUR business to give you that competitive edge – “the unfair advantage”...! Steve’s coaching & business success workshops are designed to share with you the key learnings from over 20 yrs business experience, provide new strategies, ideas and ways forward.. and completely align & empower your team with the goals & aspirations that you have always dreamt of.

“Everything presented was useful. Listening to Steve combine his stories and humour to deliver the fundamentals of working as an adviser made the day inspirational and enjoyable. The examples were excellent and the atmosphere was great. It really made me take a step back and look at how I deal with my clients from prospect all the way through to finalising their plans and preparing for their next review.”David Pereira - Crown Wealth Management

It’s lonely out there! Being in business can be a lonely game. Even if you are surrounded by people, sometimes it’s hard to get clarity.... “Sometimes when you are in the picture, you can’t see the frame...!” That’s why it’s important to be able to get outside your business, look at it from ‘the chopper’ above, and focus on steering the course and direction of it. Steve is there to talk and coach openly about your business (good, bad & ugly....) – without consequence. Better yet, Steve will help you to identify the key ‘levers & dials’ in your business to help you be a respected results producer; as someone who ends procrastination forever and to reach incredible results beyond what you ever thought possible...!

“Very engaging. I appreciate your attitude & it’s good to know we’re

working hard to help people.”

Kylie TenaraZurich

‘ I N T R O D U C I N G YO U R S U CC E S S CO AC HSTEVE SALVIA...!

training worksheets - mk0xyadviser3ehmntnf.kinstacdn.com · “anything’s possible, it’s just a...

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