express your value

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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The first sale you have to make…

September 26, 2025

There is a first sale that advisers have to make, before they make the sale they want to make. The first sale that has to be made is YOU. Advisers often tell me they are…

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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…

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Sharing your content…what to give away?

August 15, 2025

When it comes to sharing your content what should be given away, and what should be kept back? There is no right or wrong on how much, or what, content one should share of course…

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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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Making the move from Product Rep to a valued Financial Adviser

February 21, 2025

Being a valued financial adviser is the goal, right? Well it is difficult to considered yourself “valued” if you don’t place a value upon your own expertise or worth to the client. It is even…

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Demonstrating Value To Make Prospects Choose You

January 7, 2025

Successful advisers today make sure they are demonstrating value to prospects...before the prospects have agreed to engage and become clients. Having a prospect who is interested enough to hear what you have to offer has…

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