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Category: Barbara Kay Coaching Blog

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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

3 Pillars of Team Success (Part 1)

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Barbara Kay
Monday, 24 March 2014 / Published in Barbara Kay Coaching Blog
People frequently ask me to share the secrets to great teaming.  They want the perfect formula.  I want to deliver and here’s the secret.  Successful teams can be very different, but the good ones have mastered three keys to success. Successful teams can be tight knit; everything is joined like a close family.  Other good teams

Is Your LinkedIn BAD PR?

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Barbara Kay
Wednesday, 20 November 2013 / Published in Barbara Kay Coaching Blog
LinkedIn is the place to find professionals and it’s got huge internet power.  In fact, your LinkedIn profile may pop-up before your primary website and create the all important first impression. Unfortunately, many advisors are not aware of default settings that are too important to ignore.  The defaults buried in your profile pump out BAD PR unless you adjust them

Winning Sales Personality Revealed

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Barbara Kay
Monday, 09 September 2013 / Published in Barbara Kay Coaching Blog
Many believe that sales success depends on being (or becoming) an Extrovert.  This belief is so widespread, it’s become an assumption.  New research reveals the best sales personality and it may surprise you! Adam Grant, professor at The Wharton School, conducted a study on which personalities  were actually the most successful at sales.  Here’s the bottom line:

J.D. Powers Finds Advisors Win!

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Barbara Kay
Tuesday, 30 July 2013 / Published in Barbara Kay Coaching Blog
J.D. Powers 2013 investor survey, shows DIY investors are less satisfied with self-directed platforms despite more online tools and information.  More is not better as the survey describes: “Investment firms are now offering more online tools and information for self-directed investors than ever before.  That fact is apparently both a blessing and a curse, as the

Ask, but NOT for Referrals

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Barbara Kay
Friday, 14 June 2013 / Published in Barbara Kay Coaching Blog
There’s three fatal flaws in asking for referrals.  So don’t feel bad if it hasn’t worked for you. It’s important to ask, but not for referrals. Here’s why asking for referrals fails and what to do instead: 3 Fatal Flaws 1)  The Bait & Switch – Traditional requests for referrals come at the end of
best practicesclientsfinancial advisorsmarketingreferrals

How to Make a Leader Love You!

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Barbara Kay
Wednesday, 27 March 2013 / Published in Barbara Kay Coaching Blog
A client who leads a local office is facing a new organizational structure and regional leader.  We’ve been strategizing on the new regime.  The result:  Smashing Success!  The leader has been hugely complimentary and they’ve established an outstanding rapport. Here’s how: Avoid Top 3 Traps: Assuming the Worst  – Lack of information automatically triggers negative assumptions.

Secret to Greatness!

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Barbara Kay
Saturday, 23 March 2013 / Published in Barbara Kay Coaching Blog
Coaching gives me a unique window into the challenges of professionals. Clients can say anything to me……and they do. I’ve heard stories of lost opportunities, squashed growth, stunted development, conflict and heartache.  All of this caused by an insidious and destructive force: Selfishness Selfishness is the source of greed, arrogance, control and contempt.  It’s devoid
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