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Practical insights to help run a better advice business.

THIS CONVERSATION HAD ME MAD AS HELL

So I’m not a “get mad” kinda person, and certainly not in a professional sense. This question though had me simmering in my own juices all the way over...

THE GREAT ADVISER WEBSITE FRAUD

“We’ll build you a website that converts”, goes the promise. “Fantastic”, goes the voice in your head, “If I can get a great website...

WHY MOST ADVISERS’ MARKETING DOESN’T WORK

Have you ever had one of those LinkedIn messages from someone you don’t know inviting you to connect? You have no idea who they are, but “what the heck”,...

THE PATH PROSPECTS TAKE TO GET ADVICE

One prospect wants your advice like a thirsty man in a drought. Another seems completely uninterested despite the financial mess you can see they are in. Same approach....

The Trouble with Hunting Unicorns

Steve Jobs was once quoted as saying, “We hire smart people so they can tell us what to do” If you’re a cutting edge, global tech leader with deep...

THE PLAIN-SIGHT MARKETING OPPORTUNITIES ADVICE FIRMS OFTEN COMPLETE...

If you have targets to hit before Christmas and you’re looking for the path of least resistance from a marketing perspective, give me three minutes and I’ll...

2 CELEBRITY TRAINERS ADVICE ON HOW TO MARKET ADVICE (AND THEY’RE RI...

Opinions about how to build an advice value proposition are a bit like spleens. Every has one, but not many people are expert enough to tell you how they really work. Ok,...

QUICK ATTRIBUTION FORMULA

Another thing we spoke about is getting confident out there. And one of the challenges is of you trying to create content, it can be time-consuming right? But, I’m...

HOW DO YOU DECIDE WHO GETS SERVICE

I’d love to share more about the flaws in the way many advice firms approach their service offers, and the tweaks that can be made to turn them into something more...

THE REVERSE AUDITION

Today, I want to talk a little strategy for approaching potential strategic partners which flips the traditional model on its head and actually has a higher success...

THREE QUESTIONS TO HELP YOU MASTER YOUR FIRST APPOINTMENT

There’s a saying I love to share when it’s appropriate. “Learning is a spiral. Mastery requires deep, repeat practice” Martial artists will get it...

3 ONBOARDING EMAILS YOUR ADVICE FIRM NEEDS TO SEND

Let’s talk about the first 90 days of a client’s life in your business. How important are those first days to the relationship? How important are they to...

THE HUGE FLAW IN MOST ONGOING SERVICE OFFERS (AND HOW TO STOP IT)

“So Mr/ Ms Adviser, let me just clarify this a little” “If I understand right, the level of service I’m going to get is defined by how much money...

FOR ALL YOU FINANCIAL COACHES OUT THERE: WHY NO-ONE (INCLUDING YOU)...

Hey there, my progressive financial coaches out there. Love your work. Keep doing it and finding ways to make it more efficient, more automated and more cost effective. We...
If you’ve been working in advice for more than ten minutes, you’ll have probably been taught to offer a free first meeting. I won’t beat around the bush...

THE RELEASE VALVE

Most successful people don’t burn themselves from too much work. They go out, enjoy and try a different environment. Discover here reasons why you have to release and...

THE POWER OF PERSISTANCE

Ever wondered what is stopping your great idea from becoming a reality? Why your marketing strategy is not performing as you expected? It might not be a question of...

WHY THE CAUSE OF YOUR SOA INEFFICIENCY ISN’T WHERE YOU THINK IT IS

If you want to make your advice business a super firm in the future, you need to focus on this ONE overlooked area. By shifting your focus, your firm will be following the...

WHAT WILL DEFINE THE MOST VALUABLE ADVICE FIRMS IN THE FUTURE

If you want to make your advice business a super firm in the future, you need to focus on this ONE overlooked area. By shifting your focus, your firm will be following the...

WHY YOUR STRATEGIC PARTNERS DON’T FILL YOUR FUNNEL

You’ve finally found that strategic partner who is going to be perfect. The clients they work with are almost exactly the ones you can help best. You get on with each...

THE FUNNEL OF PATIENCE

Am I giving too much or too little effort for my marketing plan to succeed? If you ever asked yourself that, then this video is made just for you.   Check out my new...

How To Know If You're Marketing on LinkedIn & Facebook All Wrong

Much effort has been invested in LinkedIn and facebook advertising by many advisers over the past few years. The ROI on that effort though, for the most part hasn't been so...

Does Robo-Advice belong in a premium advice offering?

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

Everything Rotten In The Financial Advice Industry In One Story

I had an experience last month that left me furious, yet more determined than ever. It revolved around an adviser, the kind that should no longer exist in our world. ...

5 Ways to Overcome Client Procrastination

You’ve just nailed your latest appointment. Your newest clients-in-waiting are on board. They see the value of the advice you’re providing....

The Crippling Weight of Perfectionism

I've just joined a new gym - Virgin Active in Moore Park. It's a big, shiny, amazing facility that makes me want to go there even when I'm not exercising. As part of my...
Some time ago, I decided I wanted to greatly enhance my sales ability. I believe selling (stuff, ideas and yourself) is an important life skill everyone needs,...

7 STEPS TO CRAFT A KILLER WELCOME PACK

Recently I joined a coaching group. I was impressed by their IP, wooed by their style and eventually made the decision to join their group workshop program. The fee was...

4 COMMON FIRST APPOINTMENT MISTAKES

Those who read the last edition of The Finnovator (and downloaded our 9-Step First Appointment tool) will know that I've been doing work recently on first appointments. ...

WHAT TO DO WHEN A PROSPECT ISN’T READY TO BE A CLIENT

Lots of businesses focus on their sales process. Fewer talk about their clients’ buying process. Which is the more important of the two? Kevin Davis’s 2011...
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