creating a value proposition

Answer The 3 Questions That Help Them Choose You

March 17, 2026

Your marketing objective is simple: Help ideal clients choose you. The most important word in that sentence was “help“, and that is very different to “convince“, which is the typical marketing approach. A great marketing…

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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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The 4 Key Levers That Create Great Capital Value For An Advisory Firm

February 17, 2026

Creating great capital value for a professional services firm is usually one of the owners primary objectives as they more often than not see their business value as a critical part of their own financial…

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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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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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How clients choose a Financial Adviser when they all seem the same

December 20, 2024

How do clients choose a financial adviser to use when everyone looks about the same? Sure there are individual differences in the human beings, with the full range of beautiful people, and those who are…

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Here is how to explain, and show, your value to a client in 30 seconds

October 8, 2024

I am a massive fan of using simple diagrams to explain technical ideas, but they are also a fabulous way of articulating concepts that people struggle to grasp. One of my favourites is a very…

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differentiating

Differentiate By Building A Strong Promise

March 17, 2023

There are notable differences between high growth professional firms and others when it comes to differentiating themselves. How they choose to express their value and stand out is quite different to the mainstream. Undoubtedly the…

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