I Hate This Question

Sep 25, 2019

Have you seen the movie version of Jordan Belfort's book, The Wolf of Wall Street?

Memorable, right?

Not just because it holds the records for the most frequent use of the F word in the film world, but also for some pretty cool performances.

But one part of the movie irks me every time.


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The 5 Challenges in Marketing Advice

Jul 25, 2019

If you've been marketing advice for more than a period of time, you'll probably know it's not the same as marketing widgets.


Often people hit these barriers because they don't understand that there are five reasons why marketing advice must be done differently.


And what I'd like to...

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I Can't Blog !

Jul 03, 2019

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 "bug" them. You’d rather just get on with doing what you do and let them extol your virtues.

Humility is one thing....

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Why Marketing Matters Most For Advice Firms in 2019 - Part 1

Apr 18, 2019

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 like to help make it simple for you.

I'm going to break this down into two parts; the why and the how and, if you decide once...

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Why Engagement Matters in 2019

Jan 23, 2019

This could be a dry year of lead generation for many advice firms. I’d like to share why and what you can do to avoid it now before the drought gets worse.

In a little under 3 weeks, I’m running the first of our programs thrice yearly two-workshops, the Excelerator.

The theme that...

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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...

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Feb 02, 2018

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”, you say, and click the Accept button. I like strangers. Some of my best friends started out as strangers.

Literally minutes...

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Jul 07, 2017

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 Vlog: The Funnel of Patience

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

Want a next step?

Don't hesitate....

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

May 19, 2017

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 easy to come by.

There's a reason for it though, and I'd love to share some of the common misconceptions I see in this...

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