Strategy

Strategic Alliances are Smart Marketing

November 18, 2025

It is hard work perhaps but creating strategic alliances is one of the smartest business building moves a practice can make. Perhaps it is because it is not an easy or quick thing to do…

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Looking beyond the obvious for strategic alliance partners

October 10, 2025

Great alliances with other businesses will enhance your brand and put you in front of more ideal prospects that you don’t have to find yourself. That is really the key benefit of having strategic alliance…

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Publishing Content. Or, becoming an authority if you prefer

May 27, 2025

Every professional should aspire to becoming an Authority to their chosen audience in my view. The ideal is you have top-of-mind-awareness with your target market of course, but more than just being the first person…

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challenge your thinking

Innovation in delivering Financial Advice: Does it have to be this way?

April 18, 2025

“Innovation” and “delivering financial advice” do not usually go together for the majority in the industry. The way advice is delivered by tens of thousands of professionals tends to gravitate to the same methodology. There…

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The Gordian Knot of Getting Referrals

February 4, 2025

Getting referrals consistently is hard for most…but oddly enough it is also easy for many. Or is it? Lots of advisers say they get all their new business from referral, but when you dig into…

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Creating A Value-Based Strategy

November 26, 2024

One of the toughest things for professional services firms to do – especially those that operate in the advice space – is settle on a strategy to guide the decisions in building the business. It…

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The Power Of A Vision: Because your future has to start somewhere.

October 1, 2024

Vision is the thing that initially drives all progress. Somebody’s view of how something can be…will be….is the catalyst for achievement of great change. Who will ever forget the power of articulating one mans vision:…

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The Difference That Clear Strategy Makes To A Practice

April 9, 2024

Having a clear strategy is probably the most under-estimated element in professional services. The business often has a Vision; a clear picture of what it wants to look like, and what success means to the…

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