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Practical insights to help run a better advice business.

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...
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...
  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...

The Troublesome Question of CRMs

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,...

Tips for Doing Everything Faster

(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...

The Truth About Digital Marketing & Advice Firms

  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...

The Pricing Trap

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...

Why Marketing Matters Most For Advice Firms in 2019 - Part 2

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...

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

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...

3 Service Offer Questions To Be Ready To Answer

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...
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