Photo by Christian Wiediger

Financial Sector

There are two types of professionals within the Financial Sector: 

1.  Those feeling overwhelmed and stressed with low-paying new clients, struggling to find more clients;

2.  Those with retained high-paying clients, who appreciate their service, and who get automatic referrals for new business consistently.  

Gail is an expert on the mindset and practical actions needed for generating automatic referrals, client communication and engagement skills.

Most professionals can quickly learn these life-changing skills when they work at the root cause level by either:

Personal mentoring is confidential and you will see results personally and professionally.

I believe that every professional services expert can be hugely successful by mastering a few basic skills such as:

  • Focus
  • Communicating to the decision-making part of the brain
  • Automatic referrals
  • Revenue generating skills
  • Time management skills
  • Closing skills

You will receive breakthroughs and step-by--step methods you can use immediately.Gail is often asked "How do I show I’m different to others?"

One of Gail’s business passions is differentiation strategies. Whether you’re comfortable talking about expert positioning, pre-eminence or differentiation, the essence of the strategies are very similar.

In the 21st Century business world, people do business with people. Gail’s extensive knowledge and experience of people, their decision making and buying habits means she can strategically create brain-friendly new client processes that increase growth and revenue.

Differentiation & Positioning Strategies

Gail is often asked "How do I show I’m different to others?"

One of Gail’s business passions is differentiation strategies. Whether you’re comfortable talking about expert positioning, pre-eminence or differentiation, the essence of the strategies are very similar.

In the 21st Century business world, people do business with people. Gail’s extensive knowledge and experience of people, their decision making and buying habits means she can strategically create brain-friendly new client processes that increase growth and revenue.

Improving Operational Performance

The opportunities for significant profit improvement are often overlooked.

One aspect of Gail’s expertise is process improvement.  Her expertise enables her to pinpoint areas for refinement to deliver significant profit improvement with minimum work.  You will experience day-to-day efficiency improvement, improved client experience, improved brand and reputation, as well enhanced culture and happier, healthier employees.

Consultancy and Adviser Mentoring

Whether working specifically on sales strategies, expert positioning or improving service and operational performance, Gail’s meticulous attention to detail and ability to focus with deep thinking is welcomed by professionals within the financial sector.

Forward-thinking companies relish the opportunity to work with Gail, tapping in to her vast experience of people, performance and profitability.