Quick Tips Videos

Giving is good for business, so why not do it all year?

December 5, 2025

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…

Read more

How to create engaging conversations

November 28, 2025

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…

Read more
building-centres-of-influence

Are You PLANNING To Build Influencers?

November 11, 2025

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…

Read more

Why have a WHY video, and what should it cover?

November 4, 2025

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…

Read more

Client Functions: An Ideal Way To Engage Prospects AND Also Make Top Clients Happy

October 28, 2025

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…

Read more
subject-lines-are-headlines

The Formula For Writing Winning Headlines

October 24, 2025

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…

Read more
build-strategic-alliance

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…

Read more

Words Matter…they can change the choices that prospects make!

September 30, 2025

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…

Read more