brand positioning

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…

To influence others requires softs skills rather than hard core sales skills and techniques. The financial adviser is supposed to be an influencer…our role is to influence others to make better decisions than they would…

For most advisers the only brand that truly matters is, or should be, their reputation. It IS their personal brand. The corporate brand, or licensees brand, or dealer group or favourite financial insititutions…they are secondary…

Whether you realise it or not you have a brand, and ideally you want your brand to be attracting ideal clients. The problem with most prospecting and lead generation activities for most advisers and firms…

Where do you start when it is time to get a makeover for your business? Change the business name? How do you even know when to think about it seriously? The “when” is driven by…

The elite performance achieved by some financial advisers seems to come down to them being better at positioning themselves professionally than average advisers are. That positioning really pays off too: various surveys suggest that they…

One of the greatest ways to attract the type of business you prefer is “Expert Positioning”, and most professionals could position as an expert if they really wanted to. The reality is that most professionals…