Many advisers are unsure about what they offer advice clients – cheap and cheerful advice on the fly, or a superb planning experience. Both do the...
Having a clear strategy is probably the most misunderstood concept in professional services. The business often has a Vision. A clear picture of what it wants...
For most advisers the only brand that truly matters is, or should be, their personal brand. Not the corporate brand, or licensees brand, or dealer group...
It is one thing to attract talent to your firm, it is quite another to attract successors with the right talent though. Many financial advisory firms...
Target marketing is usually the difference between those firms who get the right sort of clients, and those who just get customers. Clients follow advice, because they...
Any time an insurance product is replaced by an adviser with an alternative one someone begins howling about “insurance churn” or “twisting of policies” and the...
The perpetual worry for financial advisers in the often over-regulated environment is “how can I be sure that my advice will pass the test?” The concern...
Regular readers will know that I am a massive fan of using social media and other digital marketing tools and tactics, especially in professional services where...
The ultimate goal in building a strong personal brand is to own a word in your target markets mind. It may be own a phrase rather...
There is one simple thing that advisers should do to improve the probability that prospects will engage: Talk about the outcomes you create for clients, rather...
