Davina Poletto's guest appearances

Davina Poletto

XY Adviser

Ensombl Advice Australia

Chris Brycki

Glen Hare

Allison Macfarlane

Chris Ridd

Chris Bates

Ron Pratap

Chris Hockey

Amanda Cassar

Sam Henderson

Sean Brennan

Mike Weeding

MJ Fitzpatrick

Warrick Pleash

Brad Fox

Simon Sinek

OwlTail

As a Financial Advisor, you know you have the skills to implement strategies and help your clients achieve what they want in life, but how’s your sales skills? Do you tailor your communication methods to suit individual clients and provide a great experience? How do you demonstrate your worth as an advisor and overcome any objections? Davina Poletto (LinkedIn:/davinapoletto/) is the Customer Success Coach from SalesITV (www.salesitv.com.au) with 20 years’ combined experience in funds management with a brief period as a Financial Advisor. Having always had a passion for sales and from her experience in Financial Services, Davina believes somewhere along the way sales has become a dirty word when it really doesn’t have to be. In this episode, Adrian and Davina discuss the negative impact excessive administration and compliance requirements has on delivering great advice, why advisors need a solid support system to deliver compliant advice, why sales skills are an integral part of the advice process and the outcome of selling ethically versus selling in a pushy or aggressive manner. XY Adviser Online Training Platform - www.xyadviser.com General Disclaimer - www.xyadviser.com/disclaimer/ This podcast is proudly supported by netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years. netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, netwealth are working with XY Advisers to innovate and drive Financial Advice forward.

As a Financial Advisor, you know you have the skills to implement strategies and help your clients achieve what they want in life, but how’s your sales skills? Do you tailor your communication methods to suit individual clients and provide a great experience? How do you demonstrate your worth as an advisor and overcome any objections? Davina Poletto (LinkedIn:/davinapoletto/) is the Customer Success Coach from SalesITV (<a href="http://www.salesitv.com.au" rel="nofollow" target="_blank">www.salesitv.com.au</a>) with 20 years’ combined experience in funds management with a brief period as a Financial Advisor. Having always had a passion for sales and from her experience in Financial Services, Davina believes somewhere along the way sales has become a dirty word when it really doesn’t have to be. In this episode, Adrian and Davina discuss the negative impact excessive administration and compliance requirements has on delivering great advice, why advisors need a solid support system to deliver compliant advice, why sales skills are an integral part of the advice process and the outcome of selling ethically versus selling in a pushy or aggressive manner. XY Adviser Online Training Platform - <a href="http://www.xyadviser.com" rel="nofollow" target="_blank">www.xyadviser.com</a> General Disclaimer - <a href="http://www.xyadviser.com/disclaimer/" rel="nofollow" target="_blank">www.xyadviser.com/disclaimer/</a> This podcast is proudly supported by netwealth (<a href="http://www.netwealth.com.au" rel="nofollow" target="_blank">www.netwealth.com.au</a>), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years. netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, netwealth are working with XY Advisers to innovate and drive Financial Advice forward.

#108 Davina Poletto