Marketing Ideas
Here is how to work out WHERE to compete
March 10, 2026A cornerstone of great strategy is understanding where to compete in the market…or rather, which area of expertise or service offering to lead with in the marketing efforts. Once the target market clients have been…
Marketing Your Firm, and Marketing You are 2 different things
February 27, 2026Understanding that marketing your firm and marketing you are 2 separate things is something that most professionals seem to overlook, or perhaps not understand. For most of us there are at least 2 brands at…
The Easiest Way To Get More Referrals
February 13, 2026The easiest method for anyone to generate and get more referrals and favourable introductions is to GIVE more referrals and introductions. This is just not done as much as it could or should by most…
5 easy ideas to get a BIG Practice performance difference
January 27, 2026We’re into a new year and many advisers are wondering how to make a big practice performance difference without incurring significant extra costs or making dramatic changes after such a tumultuous last year or so.…
If you’re converting only 1 in 10 prospects you have a problem
January 16, 2026There was a time when converting 10% of your prospects was the path to career success as a financial adviser. Hard to believe perhaps, but true. Everyone starting in a sales role was told to…
Giving is good for business, so why not do it all year?
December 5, 2025One of the things that is great about the Christmas holiday season is it becomes noticeable that many folk relax just a little bit more….they give others a bit more time and leeway…they become just…