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Practical insights to help run a better advice business.

The Website Mistake Many Advisers Make

  As a business coach, I never saw myself designing websites. I was happy to work with clients on how a website should form part of their digital engagement strategy....

What Advisers Told Us About Transitioning Licensee

Our recent Masterclass - Licensee Transition - was an absolute doozy. Knowing the interest in the topic, I wanted to share a summary of the conversation.It's not...

Is Your Business Template Ready?

Four years ago, Dean Holmes had an idea. He'd already built a successful business - Absolute Wealth - providing highly personalised, holistic advice to a market...

How to Nail Your First Contact

  A while back I was introduced to a way of engaging clients in an initial phone conversation that absolutely *clicked* for me. So, I took the core of...

When You Don't Ask

  Last month we ran a quick survey. We wanted to find out what you, our dear blog readers, thought about coaching One response stood out. I want to share it...

Communication In A Crisis

  Today's blog is incredibly short and focused on one simple question.   What have you noticed about how we're being communicated with since this began?...

What a difference a fortnight makes...

  Like most of you. I feel like my feet haven't touched the ground. It's hard to think that just three weeks ago, I was planning a trip down to the South Coast with...

Working Remotely

  If your inbox is anything like mine, by now, you'll have received all sorts of communications from all sorts of companies, telling you about their response to the...

The Lifestyle Benchmark

One of the big, big mistakes I often see advisers fall prey to is trying to solve problems with tech as a first resort and in one area in particular. In this blog I'll...

The Client Experience Opportunity

  It used to just be three propositions: price, quality, and convenience...   You could have it cheap and fast, but it wouldn't be good.  You could have...

The Best Money Movies Ever?

  I've been meaning to share this post for a while now. Some of you will already know, I'm a huge film fan. There's something deeply satisfying about watching a...

3 Step Meeting Process

  When it comes to engaging new clients, everyone has their own way of doing it, and the number of meetings involved is one of the most common variable. The truth - or...

More Content, Less Effort

When I talk to advisers about content marketing, invariably the topic of frequency comes up. "How often do I need to share something?" My personal opinion is...

Macro Don't Matter & Multiples are Misguided

I want to share something about some concerns I've heard lately about falling business valuations, and why I think often it's misguided. Chris...

Which Lead Magnets Work for Advice

  I'd like to share one thing I consistently see missing from most adviser's websites that literally negates most of the point of having one in the first place, and...

Keyboard killed the dictation star (but why?)

How would you feel if I had a magic wand that could literally save hours in your week? Would you let me wave it? More importantly, what would you do with the time...

Articulating the Value of Your Advice

I want to share with you another gem that I've learned that makes transition conversations easier and many program members tell me is one of the most valuable elements of...

3 Steps to rapid progress

Many years ago, I became intensely interested in the stages people go through when faced with a negative life event. Death is the obvious one. Serious illness is...

I Hate This Question

Have you seen the movie version of Jordan Belfort's book, The Wolf of Wall Street? Memorable, right? Not just because it holds the records for the most frequent use of...

What To Do When There's Too Much To Do

Dear Adviser, Apologies for the impersonal nature of the intro, but this is something I still wanted to try and address on a more 1-to-1 level, and implore...

The Trouble With Pricing Risk

    I'm going to tread very carefully with this topic...   Whenever there are times of change (particularly when it's not absolutely clear whether the...

Is the answer to demotivation really about finding the "WHY"?

    I want to share a little story about a recent conversation I had with ChiÄ“f Brabon from the 'Original Boot Camp'*.   Those who came the last Excelerator...

The 5-Step Escalation Process

    Quicken the process from first appointment to advice delivery & your business getting paid.     In coaching...

The 5 Challenges in Marketing Advice

If you've been marketing advice for more than a period of time, you'll probably know it's not the same as marketing widgets.   Often people hit these barriers because...

How 8 hours can change your AFSL

 6 min read.   By Andy Marshall* What type of AFSL, what type of business would you have if you were able to free up 8 hours a week?   It seems the answer is...

Pricing & The Importance of Loss.

  This book was gifted to me a while ago and as you can see by the dog ears, it is by far one of my favourites.    It's called ...

I Can't Blog !

So you're not you're not comfortable writing blogs? Maybe you feel you can't tell a story, or don't have the right to tell people what to do? Maybe you don’t want to...

The 5 Most Common Pricing Mistakes

Pricing is one of those topics where you start off talking about pricing, next thing you know you find yourself swiftly progressing to service offers, client...

Should I Write My Own Website Copy?

The question, "Should I write my own marketing copy?" comes through to me at least once or twice a month. Recently though, it's happened...

True Value

It was 2007. It was snowing.   If you've ever been to Amsterdam in the snow, you'll know it's a magical place. Lots of time in warm bars drinking tall glasses of...
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