Value Proposition

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…

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ideal-prospects-call-you

Getting to the point where “Ideal Prospects Call Me!”

January 20, 2026

Who doesn’t want to be getting to the point where “ideal prospects call me” – and preferably continuously. Being so busy with new client opportunities that you just can’t handle them….So many incoming calls from…

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valuing advice

Properly Valuing Financial Advice

August 29, 2025

When it comes to valuing your advice to clients what is a “fair” rate or price? $100 per hour seems pretty cheap for any professional – plumbers cost more than that, right? But what about…

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financial advice value

An easy way to work out how to express the value of YOUR advice

August 26, 2025

If you are struggling to express the value of your advice for your target market there is a way to figure it out that doesn’t require you agonising over how to come up with a…

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What IS value to your prospect?

August 1, 2025

It may seem an obvious question; but what is value in the eyes of your prospective clients? Value can be determined by any individual in any number of ways of course, and what is valuable…

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Consumers won’t pay Financial Planners until they know what we can do for them…

May 30, 2025

“Only 2% of consumers would go to a financial planner to take out life or other personal insurance” “Only 9% of consumers would go to a financial planner for retirement planning” “12% of consumers would…

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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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How can you value financial advice?

March 18, 2025

Putting a value upon financial advice is a tough issue for advisers and consumers alike. There is a pretty basic concept as far as “Value” goes for any consumer purchase though which is not a…

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