Grow great people if you want to grow a great business

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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

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Financial advisers’ problem? Offering to do too much

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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

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The 9 building blocks of a business which will stand the test of time

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Anybody who has had the privilege of seeing the Great Pyramids up close will recall how perfectly symmetrical and “in balance” they are from a distance as you approach them.

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Why don’t you roll the dice and ask anyway?

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On some things you just have to roll the dice and take your chances in life.  Asking someone for a date….getting on a plane…or asking for referrals. It doesn’t always

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What prospects want when they Google you

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We all know that the majority of potential customers these days will Google the service they think they might need…even if they have been referred to you, they will Google

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Sales technique is the key to opening minds

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Despite the focus on our increased technical knowledge and the emphasis upon good process, financial advisers continually find themselves being called upon to “sell”. A large problem for many newer

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How are you looking? Are you doing these 5 BIG Things to look great?

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Have you taken a really good look at yourself? Professionally that is… For most of us, our reputation precedes us…people are forming impressions about us from the initial contact and their

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You can become a trusted brand before clients even meet you

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The importance of great engagement with prospective customers cannot be over-emphasised…it is THE fundamental shift in effective marketing techniques over the last decade because it is the solution to the fundamental

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Do these 4 things and make it easy for prospects to say “Yes”

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Which do you think is more effective with today’s educated and sophisticated consumer? 1. Clever sales technique that has you taking the dominant position and “winning”, or, 2. Pre-empting the

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Marketing: follow the seam of gold, but don’t spend money looking for it

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Whenever we talk about target marketing, or getting focused on a specific ideal client profile, people seem to think it becomes an “either/or” choice.  One has to be focussed on

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