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    I'm ready to close my first appointment. I can FEEL it's been good. The clients in front of me have been on an emotional rollercoaster of sorts,...

    One of THE best books I've ever bought on the subject of the relation between value and fees is Priceless by William Poundstone.   Over these next couple...

    Back in the day, I did a lot of work in the "lifestyle financial planning" space.   Anyone who spent time around MLC will know what I'm talking about. It...

    Minute-for-minute there are two mini-projects I can do with firms that generate as close to instant ROI as is possible.   The first is audio file noting...

    Early last year I wrote a blog sharing my experiences of running a live event at Bridgeclimb in Sydney and what it taught me about the power of client...

    Do you enjoy prefer new clients or existing ones?   It's a question that can divide a room straight down the middle, and in truth, I don't...

    There's a course you can buy on Udemy called "How to be Authentic in your Marketing".   It may sound like a Yes Minister episode, but it's real.   ...

    I hate asking for referrals.   Maybe it's because every time the idea pops up, a hundred stories of "hard sell" tactics well up in the back of my mind. ...

    John Wanamaker is most famously attributed with the quote: “Half the money I spend on marketing is wasted; the trouble is I don’t know which...

    I'm kicking off our second Fast Track program of the year, this month on Practice Marketing, but before I do I wanted to share one thing before we start. ...

  My son Nate used to play this game with puzzles when he was younger. It went like this: Open puzzle. Tip puzzle on the ground. Laugh and insist you put it together....

  I'm in the middle of reading The Art of Conformity by Chris Guillebeau, and I'm loving it. It's full of all sorts of amazing insights, and I wanted to share one that...

    Every day a newsletter comes through into my inbox.   It's one of those industry news ones, with headlines such as:   "Corporation to acquire other...

    Getting testimonials for your website shouldn't be optional. It's essential.   Testimonials work because they aren't sales pitches. If selected...

    I was lucky enough to get to attend the recent Seth Godin Q&A run by MLC, courtesy of a client of mine (thanks Matt!) who was kind enough to invite me. ...

    "$15,000", said my client, "That was the quote".   She was talking about the cost of getting someone in to create a marketing plan for her business. ...

    When I was a kid, every now and again my Mum and I would go back to Dublin.   I remember those trips more intensely than many others from my early...

Of all the questions I find hardest to answer clearly, "What do I want?" ranks up there. I mean, I can tell you where I'd like to go on holiday next, or the revenue target...

   In mid-2019, I took off out of the city for three days in isolation. I chose the Hawkesbury River region, north of Sydney. A small, off-grid cabin with a...

Imagine you're running a race.   It's a long-distance race, one that will test you on many levels. You don't have to be physically fit to run in (though it will help),...

    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...

    I want to share a little story about a recent conversation I had with Chiēf Brabon from the 'Original Boot Camp'*.   Those who came the last Excelerator...

    Quicken the process from first appointment to advice delivery & your business getting paid.     In coaching...

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...

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...

  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...

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...