marketing

Some customers you just don't want, because not all customers are good customers for you. Even some of those who look like they are commercially viable customers you just don't want

Knowing the secret to the words that sell a reader on engaging with your material is one of the most useful and powerful things you can discover. Research together with countless advertisements and marketing campaigns…

The key to successful professional networking is as simple as creating a win-win…everyone knows that. Networking with accountants will be successful if you know what the “win” looks like for them. Advisers historically – for…

The best way to generate constant referrals is by having “centers of influence” delivering qualified and interested prospects to you regularly. To do this successfully – especially with a number of COI’s – there 15…

I have no doubt that many financial advisers are struggling to understand what happened to their previously successful marketing methods. Marketing for financial advisers was for years – decades perhaps – a simple matter of…

A traditional marketing practice for financial advisers has been sending “pre-approach” sales letters to prospective clients. It seems that very few still do it, and yet I wonder if they are worthwhile in todays world?…

The elite performance achieved by some financial advisers seems to come down to them being better at positioning themselves professionally than average advisers are. That positioning really pays off too: various surveys suggest that they…

Here’s a simple strategy for getting paid fairly for the advice you give….and I mean getting paid for ALL the advice you give…every step of the way. There are broadly three possible parts to any…