business advisory services

Helping Consumers Compare Solutions Will Lead Them To You

March 19, 2024

Todays consumers will compare before deciding who to use or what to buy, so help them do that. If you help consumers compare solutions well, it will lead them to choose you as their trusted…

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What is “Good Content” For Advisers To Use?

December 5, 2023

Nearly every advisory firm says “we need more prospects“. sure, more prospects helps build a business but what builds a business faster is good prospects who are a right fit, and who don’t really consider…

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R.I.P. To Some Accepted Wisdom For Growing A Practice

November 28, 2023

In good times growing a practice is difficult enough and one of the methods has become conventional wisdom – but that doesn’t mean it is right in these days of fundamental and structural change for…

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The Value of GETTING Good Advice

October 13, 2023

If you believe in the value of advice, then it makes sense to believe in the value of getting good advice for yourself – or rather, for your business. Nearly every small business can benefit…

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Compliant Advice: Here are the only 3 things that matter

July 24, 2023

Whenever the topic of compliance, or the “advice process”, comes up most advisers see themselves like this: Everyone is throwing everything at you with the sole intention of destroying you, right? As a consequence, compliance…

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How to do client video testimonials the right way!

May 10, 2023

Testimonials are good for business – but we all know that, right? Video testimonials are even better for business – and not everyone has got THAT yet. Being able to see the body language, and…

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How to get customers enthused when our products are boring

March 1, 2021

How can we create or transfer enthusiasm to a customer when: Our products are as boring as the boring-est thing ever. The Value that customers receive from financial services products could be years and years…

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Don’t rush to go “The Extra Mile” in client service just yet…

January 24, 2020

Go the extra mile and clients will love you, right? Maybe not. While I would be the first to say that an area of opportunity for professional services firms to excel in comparison to their…

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