Sales & Marketing for Professional Services

One 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…

Creating engaging conversations with people you don’t know well, or who feel they don’t know you well enough, is difficult. It can be even more difficult when they are guarded…thinking maybe that you are just…

I was asked “when should I slow down or stop the marketing?” Answer: “Your marketing never stops. Never.” The rationale behind the question was the adviser has a good and large business – there are…

Who do most people turn to first for financial advice? Whoever is “top of mind”…and who is that usually? Their family. Research in multiple countries and jurisdictions repeatedly shows that the number one source of…

For an industry focused on planning, advisers have a tendency to forget planning how they will build their influencers. I know that sounds like a heck of a generalisation, however it is one founded upon…

There sure a variety of opinions on how a “WHY” video should be constructed, and what you should cover in it. For me, most of the stuff you read and hear about how they should…

Some customers you just don't want, because not all customers are good customers for you. Even some of those who look like they are commercially viable customers you just don't want

An incredibly effective method of marketing for professionals is running client events, however the challenge is getting a decent return on the investment of time and money. Big events where dozens of clients can be…