Sales & Marketing for Professional Services

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…

Coming up with a winning headline or subject line is the first objective when writing for clients or prospects. Anything else we have to say in the body of the message just doesn’t really matter…

Sometimes the best thing an adviser can do is admit to themselves that their sales numbers suck. It’s the age-old “you can’t improve something until you admit that there is something wrong with it“. The…

The words that financial advisers choose to use matter more than ever before if we want people to follow our advice given that professional advice is inevitably presented in written form at some point, resulting…

There is a first sale that advisers have to make, before they make the sale they want to make. The first sale that has to be made is YOU. Advisers often tell me they are…

Knowing the secret to the words that sell a reader on engaging with your material is one of the most useful and powerful things you can discover. Research together with countless advertisements and marketing campaigns…