A lurching market, email overload, or even self-doubt about finding ideal clients-these are just a few of the many distractions that can rob advisors of their valuable time, energy, and emotion. Distractions are costly and make it challenging to focus on what matters most-growing relationships that grow assets.
Paul’s audiences learn
- How to build repeatable systems for servicing clients and finding new prospects.
- Words that actually work in the real world when asking for referrals.
- Techniques to overcome everyday distractions.
- How to focus on the small details that make a big difference over the long haul.
- Why they’ll succeed sooner if they commit to an effective daily routine.
While others in your industry are content to just tread water, get equipped to gain control, work smarter and succeed sooner.
About Paul Kingsman:
Combining his Olympic-medal winning experience and his intimate industry knowledge, speaker and author Paul Kingsman helps financial services professionals overcome distractions to gain control, work smarter and succeed sooner.
Paul is a financial advisor himself, so he “gets it.” Advisors quickly connect with his applicable messages as they see he’s one of them and speaks their language. He equips advisors with practical and actionable ideas to identify key priorities and determine next steps, enabling them to overcome distractions and get back on track to having the businesses they once dreamed about.
His 2015 book, The Distraction-Proof Advisor, helps industry professionals stop reacting and
- Create crucial habits to get priorities done.
- Identify key activities to find and engage new prospects.
- Develop compelling conversation skills that engage prospects and quickly build rapport.
- Build conviction for their process and how they help their clients.
He knows the importance of keeping focused in life’s split seconds first hand: Paul trained for 13 years, to swim a 2 minute backstroke race at the 1988 Olympics, and won a medal by only four one-hundredths of a second!
After retiring from competitive swimming, Paul applied the same success habits he had developed in sport to business, going on to achieve big results with some of the world’s best known companies, both in his native country of New Zealand and here in his adopted home of the U.S. He’s managed Speedo New Zealand and worked as a high net-worth advisor for both Morgan Stanley and Wells Fargo.