3 GREAT QUESTIONS FOR GETTING GREAT LEADS

Aug 09, 2018

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 they do"

Sometimes it's easy to assume that the person asking questions is the non-expert. What I've seen more often that...

Continue Reading...

WHY YOUR INBOX ISN’T YOUR FRIEND

Jul 20, 2018

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 started..."

Did it involve opening your inbox?

I think that's a huge mistake.

Don't get me wrong, it's hard not to. I often walk...

Continue Reading...

BILL GATES DON’T DO PEOPLE, DO SYSTEMS

Jul 12, 2018

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 local cafe, not so much.

It's a great yardstick and it works every time. Try it if you have business clients.

There are a number...

Continue Reading...

4 IDEAS TO REDUCE YOUR COMPLIANCE BURDEN

Jul 03, 2018

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 new Vlog: 4 Ideas to Reduce Your Compliance Burden

If you want to go faster contact us and we will help you.

Want a next...

Continue Reading...

THE DANGER IN SKIPPING STRAIGHT TO IMPLEMENTATION

Jun 28, 2018

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. Each and every time we got to the activity part of the session, everyone would jump up from their seats ready to start work...

Continue Reading...

7 SECRETS OF ACQUISITION SUCCESS

Jun 15, 2018

I'm just a few short weeks from our next two day Excelerator and we've almost closed off our Leveraged intake so I can put the final touches to the session.

It's about this time I start to veer from excitement to worried. I get excited about the idea of a great session, then I get nervous...

Continue Reading...

THE NEW ADVICE MARKETING CONUNDRUM

May 14, 2018

It's the Advice Marketing conundrum.

You want leads. They need advice.

Why doesn’t it all just come together?

Of all the problems most advisers, accountants and brokers I speak to would love to solve, consistent, great quality leads is up there.

To create a flow of leads that means you...

Continue Reading...

THE END OF THE “ANNUAL” REVIEW

May 10, 2018

I’ve got a big question, and it needs answering.

See, this is one of those articles where I’m trying work my way through one of those, “Why the hell do we all do it this way anyway?” type conundrums.

And before anyone replies throwing FOFA or contractual law in my...

Continue Reading...

The Problem With Advice Givers Who Don't Take Advice

Apr 26, 2018

If part of the value of your advice lies in having an objective third party look at things without the emotion, and you don’t follow that advice yourself, why should your clients?

At a recent workshop, in front of a room of the kind of smart advisers you’d refer your friend to see, I...

Continue Reading...

CLIENT INSIGHT INTERVIEWS

Apr 19, 2018

Charles Revson, one of the founders of Revlon, knew the difference between marketing and sales, and nailed it in one sentence.

“In the factory we make cosmetics, in the store we sell hope.”

When you’re selling, you can engage with someone and tweak your proposition to take into...

Continue Reading...
Close

50% Complete

Become a subscriber

As well as being notified of new content, you'll also receive new of special stuff I only share with subscribers