Quick Tips Videos

How to introduce a “Guarantee” into your fees

April 28, 2026

It has been proven repeatedly that providing a guarantee in your fees for prospective clients certainly helps them decide to engage – and it is not a difficult thing to do, even though “guarantee” is…

Read more
marketing-fail

5 Big Reasons Why Marketing Campaigns Fail

April 7, 2026

We learn as we go in professional services, and that is especially true when it comes to analysing why marketing campaigns “fail”. To be fair, few of us are trained in marketing at all so…

Read more
adviser-beliefs

Can You Explain Your Financial Advice Philosophy?

April 3, 2026

Any adviser who has studied or has years of experience probably has a financial advice philosophy, even if they’ve never really thought of it as a philosophy. But it is what you believe. Most experienced…

Read more

The Number 1 Negotiating “Skill” That Advisers Need

March 31, 2026

Every adviser needs to use negotiating skill every day…if not every single meeting in every day. We are constantly negotiating with all stakeholders of course but it is the constant negotiating with clients, or on…

Read more
effective-advertising-campaign

The 5 Steps To An Effective Advertising Campaign

March 20, 2026

To create an effective advertising campaign – one that gets you the results you wanted to begin with – there are 5 steps. Many professional services firms miss at least a couple of them, and…

Read more

Here is how to work out WHERE to compete

March 10, 2026

A 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…

Read more

The Secret To Creating Effective Marketing Messages

March 3, 2026

For any marketing message to be effective there are a number of things that one has to get right – but there is a bit of a formula! The first “secret” in effective marketing messages…

Read more