brand marketing strategy

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…

Understanding that marketing your firm and marketing you are 2 separate things is something that most professionals seem to overlook, or perhaps not understand. For most of us there are at least 2 brands at…

There was a time when converting 10% of your prospects was the path to career success as a financial adviser. Hard to believe perhaps, but true. Everyone starting in a sales role was told to…

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…

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…

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…

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…

A great Centre-of-Influence keeps referring…they are not really COI’s unless they keep referring. That relatively reliable constant stream of introduction to target market prospects can build an advisory business better than any other form of…