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Practical insights to help run a better advice business.

Adding In-Person to Your Experience

    In February 2020, I ran our last ever Excelerator workshop.   Prior to this, we'd been running three each year, but that one - at Bridgeclimb Sydney...

How to trim your first appointment

    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...

Which Marketing Metrics?

    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...

How to Market Water To A Horse?

  If we're keeping it super, super, "10-Year Old Running Away From Home" simple, there are only two things to focus on to nail practice marketing. Your value...

The Key to Marketing Advice?

  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...

App Review: Endorsal

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

How I Saved $15k With A Whiteboard Marker

    "$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. ...

Mission Part 2: It's About Them

  In the last blog, I wrote about making your mission not about you. Part 2 is about what to do instead. The Five People You Meet In Heaven is a powerful book.  ...

Mission Part 1: It's Not About You

If this reads like a dig at AMP specifically, that's not my primary intention.   It's just a good example of how badly off-the-mark a business mission can fire. ...

Black Book Content Marketing

Earlier this year, whilst researching a session, I came across an article in IFA that nearly made me fall off my chair. (That's not true. My bum never even looked like...

More Content, Less Effort

When I talk to advisers about content marketing, invariably the topic of frequency comes up. "How often do I need to share something?" My personal opinion is...

I Hate This Question

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 5 Challenges in Marketing Advice

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...

I Can't Blog !

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...

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

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...

Why Engagement Matters in 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...

4 IDEAS TO REDUCE YOUR COMPLIANCE BURDEN

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...

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 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...
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