expertise

brand-you

Marketing Your Firm, and Marketing You are 2 different things

February 27, 2026

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…

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ideal-prospects-call-you

Getting to the point where “Ideal Prospects Call Me!”

January 20, 2026

Who doesn’t want to be getting to the point where “ideal prospects call me” – and preferably continuously. Being so busy with new client opportunities that you just can’t handle them….So many incoming calls from…

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be-second-not-first

Being A Thought Leader Does Not Mean Being “First”

June 6, 2025

Creating a position as a thought leader is superb marketing for professionals, and all too often they confuse “being a thought leader” with simply “being first”. The rush to be “first” to express an opinion…

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Ask the expert? Be The Expert That Gets Asked!

April 15, 2025

It is so easy today to get yourself “in print” and be positioned to be the expert that target market customers ask for advice, and being the expert that gets asked leads to those customers…

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Eliminate tyre kickers, and value your expertise properly

September 20, 2024

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…

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Are you sure your clients know what else you COULD do for them?

January 26, 2024

All too often advisers are disappointed to find that a client has done business elsewhere…that their “main” adviser could have done for them! The reason is usually a very simple one: the clients do not…

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One Fast-Track Method To Establishing A Reputation As An Expert

January 19, 2024

Personal reputation is more important than ever before, and not just because more people are googling you before deciding to meet with you. One of the other main reasons your professional reputation matters so much…

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