…so, which urgent and important person comes first?

From

The classic urgent AND important dilemma: your best client is on the phone talking to you.  An incoming call from your top Centre-of-Influence comes in while talking to your best

continue reading

5 easy ways to use social media to get noticed by your prospects

From

Advisers keep saying that they struggle to get noticed by their ideal prospects. Advisers also keep saying that they can’t see the point of social media. Uhhhmmm….maybe the thing they

continue reading

Vision: Because your future has to start somewhere

From

Vision is the thing that initially drives all progress. Somebody’s view of how something can be…will be….is the catalyst for achievement of great change. Who will ever forget  the power

continue reading

Pitching your marketing to the target client’s buying journey

From

Every practice needs to be pitching their marketing efforts at the ideal point in the target market’s buying process, because no practice has enough money and time to cover every

continue reading

State your opinion to get noticed

From

Forming and then delivering an opinion is what professional advisers do for a living. With every client and every engagement opinions are created and expressed.  Virtually every incoming phone call

continue reading

The art of being present (without being a nuisance)

From

Promoting our personal professional brand is essentially all about creating top-of-mind-awareness. Being the person that our target market thinks of, and then calls, when they recognise a need or desire

continue reading

Give yourself a chance when marketing

From

There is one simple thing that advisers should do to improve the marketing of themselves and their services: talk about the outcomes you create for clients rather than talking jargon. In

continue reading

You are probably closer to being “An Authority” than you realise

From

If you have bought into the key concept of providing good quality content, or information, to prospects in order to engage them until they are ready to use your services, the

continue reading

Grow great people if you want to grow a great business

From

It is terribly simplified of course, but if you want to grow a great business then you need to grow some great people at some point in the process.  If

continue reading

Financial advisers’ problem? Offering to do too much

From

Despite a couple of decades of positioning, developing and improving technical knowledge and qualifications, many financial professionals are struggling to get enough clients to engage in holistic planning. We need

continue reading