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Author: Barbara Kay

6 Tips to Calm Clients in Volatility

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Barbara Kay
Tuesday, 25 August 2015 / Published in Tips
The markets are gyrating.  We’re dizzy & confused.  So are your clients.  Below are behavioral psychology tips for keeping clients calm: 1) First, Calm Yourself:  Up to 90% of communication is non-verbal.  Clients will notice any anxiety you feel.  Watch your speed of talking, breathing & pitch of voice.  Rapid speech, quick & shallow breathing and a change in pitch signals

3 Marketing Rules & 3 Expert Tips

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Barbara Kay
Tuesday, 07 July 2015 / Published in Barbara Kay Coaching Blog
I follow marketing news, so you don’t have to.  Here are favorite rules and tips from marketing gurus.  Enjoy! Three Marketing Rules 1) Selling is Out:   People have been oversold.  They’re cynical and suspicious.  Traditional “selling” doesn’t work anymore.  It turns people off. 2) Attention is Rare:  Research shows we’re bombarded with 3,000 – 20,000 marketing

How “Fluency” Delivers the Win

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Barbara Kay
Thursday, 13 November 2014 / Published in Barbara Kay Coaching Blog
What the heck is “Fluency”?  How does it deliver the win? Fluency (a psychology term) indicates how easily people read, understand and interact with something.  The more something is fluent, the more we like it and judge it to be good. If it’s unappealing or confusing, we think “BAD”, no matter how good it actually is. It’s important that prospects

Success Story: How to Inspire COI Advocates

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Barbara Kay
Thursday, 02 October 2014 / Published in Barbara Kay Coaching Blog
I’ve been encouraging advisors across the country to talk to women who are centers of influence when they want to develop more business.  Stop telling & selling.  Ask for help. Women don’t mind asking for directions and we don’t mind being asked (it’s practical). One of my financial advisor clients did this with great success. Here’s

People Prospect Like This? Really? (Enjoy a Good Laugh & 3 Tips)

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Barbara Kay
Tuesday, 30 September 2014 / Published in Barbara Kay Coaching Blog
We all want new business.  Sadly some are still prospecting old-school and bombing out. You’ll get a good laugh from these fumblers who killed their chances in 60 seconds. Read on for a laugh & 3 Tips. Sales Death by Wise-ASSumption I was recently at a trade show with my husband.  As we walked the

Coach or Lead: YES!

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Barbara Kay
Friday, 27 June 2014 / Published in Barbara Kay Coaching Blog
Recently, I was privileged to work with a national team on leadership and coaching. Coincidentally, I received a sample assessment that’s supposed to measure a Leader’s ability as a Coach. I took it.  Guess what? If you’re a good Leader, likely you’ll get a poor score. The sloppy psychometric design rewards coaching and punishes leading.  Unfortunately,

3 Teams Poisons & 3 Cures (Part 2)

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Barbara Kay
Monday, 24 March 2014 / Published in Barbara Kay Coaching Blog
Teams are built by the 3 Pillars of Team Success (Part 1).  They’re also destroyed by 3 deadly poisons.  These can surface at anytime in the life of a team.  Great teams inoculate with the cures before they’re infected and maintain a discipline of prevention. Beware 3 Deadly Team Poisons: Conflicting Interests   Partners who fundamentally disagree on what
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