Keynote Presentations and Workshops
Dani's keynotes are approximately 60 minutes long and suitable for conferences and professional development days. They are an opportunity to address common challenges faced by financial advisers and to provide high-level solutions.
Dani's workshops are usually 3 hours long and provide for an opportunity to explore the challenge and associated solutions in greater depth. The style of each workshop is interactive with a focus on problem solving and developing relevant, practical and customised solutions.
Current Topics Include
Growthplus! Through Alliances
The benefit of a handful of committed alliances with key centres of influence is a major success driver for a financial advisory practice. This presentation looks at the challenges that advisers have creating such relationships and provides a 6 step process that can be used to create an effective and profitable referral relationship.
Powerful Words!
The ability to influence prospective clients, referral partners and others is crucial to the success of a financial advisory practice. Many consider this quality to be the key difference between highly successful advisers and the rest. This presentation takes a look at the concept of technical skills vs. enabling skills and covers selected "principles of influence" that can be immediately applied by each adviser.
Dynamic Relationships!
The quality of the relationship between adviser and client is a key value driver of the financial advisory practice. Yet time constraints and inappropriate processes often lead to the majority of clients having a very limited and low-value experience with their adviser. This presentation discusses a 4 step process that is easy to implement and that will substantially enhance the experience and commitment that each client has with a practice.
The DNA of a Great Business
This entertaining presentation introduces a business model that allows an adviser to gain perspective of the issues affecting their practice. Unlike the classic diagnostic and SWOT approaches which assume that many business issues are obvious when they are not, the model is constructed around 5 success drivers - key drivers that are responsible for the performance of the business. The presentation analyses each driver making it easy to replicate the success of others.
Shouting Value!
Most advisers offer a necessary and valuable service to their clients. But few are able to capture and communicate this value in carefully chosen words that clarify the benefits of the services offered to both existing and prospective clients. This presentation addresses the importance of a compelling value proposition, provides ideas for content and describes a process to develop the message.
A Wonderful Buzz - The DNA of Motivation
The financial services industry is a "people industry". The difference in the performance of a practice with motivated staff is dramatic. Yet many advisers - faced with the multiple demands of marketing, advising, and face-to-face client contact - have little time to manage and motivate their staff. This presentation takes a look at the classic theories of motivation and provides ideas for the time-poor adviser to develop engaged, committed and motivated staff.
Please note that new topics can be researched and developed at the client’s request.