express your 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…

Read more

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…

Read more
valuing advice

Properly Valuing Financial Advice

August 29, 2025

When it comes to valuing your advice to clients what is a “fair” rate or price? $100 per hour seems pretty cheap for any professional – plumbers cost more than that, right? But what about…

Read more

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…

Read more
challenge your thinking

Innovation in delivering Financial Advice: Does it have to be this way?

April 18, 2025

“Innovation” and “delivering financial advice” do not usually go together for the majority in the industry. The way advice is delivered by tens of thousands of professionals tends to gravitate to the same methodology. There…

Read more

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…

Read more

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…

Read more

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…

Read more