Stop Worrying About Marketing & Start Adding Value

Jun 05, 2019
 

Do you ever hesitate when sending out an email broadcast to clients?

Maybe you worry that it’s an imposition, another “marketing” email in their already overflowing inbox?

Maybe you feel like the only emails your clients should get from you are the kind that are written to them...

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When It All Gets Too Much

May 29, 2019
 

 

I'm an emotional person. I have big ups. but I have big downs.

When I'm down it all seems like I'm walking down a road in the desert with no end. Just miles and miles of the same old stuff.

I start thinking about all the people I'm not friends with anymore. The family I wish I had. The...

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The Troublesome Question of CRMs

May 22, 2019

When I was a kid, I yearned for a Swiss Army knife. 

You know the ones; red, all sorts of attachments coming in various shapes and sizes, some with six attachments, other with sixty.

When I actually got one, it was an anticlimax.

The reality of a Swiss Army knife is it's a tool that doesn't...

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Tips for Doing Everything Faster

May 15, 2019

(5 min read)

Today, whilst walking the dog, I wrote a blog; this blog.

I also sent a series of instructions to my team so I didn't become the bottleneck in the system and issued detailed instructions for our marketing team to develop 20 new program modules and update landing pages on our...

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The Truth About Digital Marketing & Advice Firms

May 08, 2019

 

6 min read

Of all the untruths spoken about generating leads for advice firms, that it can be completely automated is one of the biggest.

The point of digital marketing as an advice firm isn't to replace your current lead generating activities. The point is to supplement the manual...

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The Pricing Trap

May 02, 2019
I don't know if you're a music fan, but when I was younger I was into electronic music, and one band I liked was New Order.

In 1983 they released a 12' single called Blue Monday. Great song, which went on to be the best selling 12' of all time.

The only problem was; due to the amazing sleeve...
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Why Marketing Matters Most For Advice Firms in 2019 - Part 2

Apr 24, 2019

In Part 1, I shared with you why I think mastering marketing your advice is key to a successful 2019.

In Part 2, I want to share how to do it. 

The good news is it's actually a lot easier than most realise.

All you need to do is to look for ways to add value to your clients every fortnight;...

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Why Marketing Matters Most For Advice Firms in 2019 - Part 1

Apr 18, 2019

2019 is going to be the year that marketing really matters for advice firms. However, it may not be new clients you need to focus on most.

It's your existing ones, and I'd like to help make it simple for you.

I'm going to break this down into two parts; the why and the how and, if you decide once...

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3 Service Offer Questions To Be Ready To Answer

Apr 11, 2019

When it comes to your service offer, over the next 12 months, there are three questions you need to be prepared to answer.

Your clients may never actually ask these questions. Doesn't mean they're not thinking about them.

Should the regulator want to know the answers, you'll be glad you prepared...

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The Referral Game unpacked

Feb 27, 2019
I want to share something about the topic of referrals specifically.
 
I want to share with you what needs to happen for you to generate referrals in your business fast, and mistakes you'll make that will stop you from doing so.
 
First, let me give some context.
 
There are four...
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