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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...

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THE 85:15 STORY OF ADVICE CLIENTS

Feb 18, 2018

Imagine you’re a business offering a service that 85% of the market don’t seem to want.

That’s not great. It’s also not terrible. 15% market share we can work with.

Now imagine 50% of the 15% who do want what you offer drop out of the sales process at the first step in the...

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TARGET CLIENTELE: “WHY CAN’T I JUST TARGET EVERYONE?”

May 06, 2015

It's a good question.

There's no doubt that most planners could add value to most people. However, the question isn't around whether you can, but instead whether you should.

Let's look at this from a business perspective. You have two core options when it comes to growing a business. 

Option...

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