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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...

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,...

(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...

  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...

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...

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...

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...

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...

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...

I received an awesome question this week. It's one that I've got personal experience with, and one that I know a number of people will have too. Should we take on...

Recently I've had a few advisers get calls from angry disengaged clients who have been "inspired" by this Royal Commission of ours. Many of them have been clients for...

This could be a dry year of lead generation for many advice firms. I’d like to share why and what you can do to avoid it now before the drought gets worse. In a...

"I hate email", and that's no misprint. I will expand a little though. Email if used wrongly is an absolute demon technology, which will drain you of every...

 85% of people reading this article will not achieve what they aim to this year. It’s not that they’re not capable, it’s not that they can’t,...

This blog was first published in Robeco Australia’s Insights newsletter, a monthly smorgasbord of advice-related content from one of the world’s...

My colleague and friend Steve Crawford likes to tell it like it is. I don't always agree with everything he says, but I respect the fact that he believes in what he's...

Is it a human thing to notice the small touches or just some of us? I remember walking into a clients office for the first time and being blown away by the simplest of...

In the last two years, 90% of the information created since the beginning of time was created, to me, that's mindblowing. Elon Musk was recently interviewed by Joe Rogan...

I’d like to share with you five step tips for getting clients to move more quickly through your engagement process, from first appointment through to delivery of...

Do you use or like the idea of using visual tools in your client engagement to help with communicating your advice? If so, I'd like to share a little of what I've learned...

A good friend of mine once told me that each and every meeting with a client should provide you with a story to tell. He’s absolutely spot on, and it’s one of...

Right now the lens is on a few things in our industry. Service offerings are one of them. I don't think it's all bad, but it's definitely got many in a high state of...

Most of the time you make a major purchase - be it a car, computer or something else that requires you to know how to use the thing you've bought - you also get given one...

I'm terrible at remembering phone numbers. By the time I've reached the sixth or seventh number, I've forgotten the area code. I'll be honest - the only other persons'...

There's a quote I absolutely love, from Malcolm Forbes (of Forbes magazine fame, amongst other things). "The smart ones ask when they don’t know. And, sometimes, when...

What was the very first thing you did when you started work this morning? Not coffee, or the conversation you had, but the moment you thought to yourself, "Now I've...

A few years ago I was given this golden rule of thumb when meeting business principals. If we meet in their office and I get the tour, things are good. If we meet at a...

Want to reduce your compliance burden? You can reduce manual work and avoid inefficiency to be able to make your business grow. Discover more about it now! Check out my...

I've had one of those weeks where the same damned thing kept happening. First time, I was in a session working on a service/ pricing model build with a team of brokers....