The Troublesome Question of CRMs

May 22, 2019

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, other with sixty.

When I actually got one, it was an anticlimax.

The reality of a Swiss Army knife is it's a tool that doesn't...

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Tips for Doing Everything Faster

May 15, 2019

(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 and issued detailed instructions for our marketing team to develop 20 new program modules and update landing pages on our...

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The Truth About Digital Marketing & Advice Firms

May 08, 2019

 

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 marketing as an advice firm isn't to replace your current lead generating activities. The point is to supplement the manual...

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