advisor

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…

Being properly valued for your expertise and eliminating the time-wasting tyre-kickers is an ongoing problem for many financial advisers. That is even more true for those making the transition from purely commission-based remuneration to generating…

Advisers: Good advice process is not enough. Being technically competent is not enough. You have to get selling. I know that “Sell” is seen as a bit of a dirty word these days, but we…

Traditionally the financial services sector has been almost entirely remunerated via commission, and many advisers are still grappling with the basic question of how to make the transition – even if only in their minds…

Content Creation appears to be the Number 1 barrier for professionals wanting to use digital marketing tactics. Inevitably I seem to hear “……Yeah, I think social media would be useful….but I have nothing to write…

Everyone wants easy business yet we so often make it harder than it has to be. Get the low-hanging fruit first. Twice as easy to get, and just as sweet. Nothing is wrong with it…

One of the best marketing ideas I have come across is the “Second Opinion” service, because it positions you as a professional, and as an “adviser” rather than a product centric financial services person. The…

How to stay on top of your game, get the results that you want in business, and maintain peak performance….it all comes down to having a system, or a process. Consistent output does after all…