marketing advisor

your-audience

Why you should think of Prospects as “an Audience”

April 24, 2026

The dominance of search means prospects will typically first engage with you or your brand because of the content you’ve posted online. So who is your content for? It is essential to understand who your…

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marketing-fail

5 Big Reasons Why Marketing Campaigns Fail

April 7, 2026

We learn as we go in professional services, and that is especially true when it comes to analysing why marketing campaigns “fail”. To be fair, few of us are trained in marketing at all so…

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If you’re converting only 1 in 10 prospects you have a problem

January 16, 2026

There was a time when converting 10% of your prospects was the path to career success as a financial adviser. Hard to believe perhaps, but true. Everyone starting in a sales role was told to…

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Don’t overlook your low-hanging fruit

January 13, 2026

Have you ever thought about where the easiest wins are in getting new business? Or if you prefer; where the low-hanging fruit is? There will be latent opportunities inside most professionals businesses, and usually those…

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Giving is good for business, so why not do it all year?

December 5, 2025

One of the things that is great about the Christmas holiday season is it becomes noticeable that many folk relax just a little bit more….they give others a bit more time and leeway…they become just…

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marketing-never-stops

Marketing NEVER Stops For Today’s Adviser

November 21, 2025

I was asked “when should I slow down or stop the marketing?” Answer: “Your marketing never stops. Never.” The rationale behind the question was the adviser has a good and large business – there are…

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Why have a WHY video, and what should it cover?

November 4, 2025

There sure a variety of opinions on how a “WHY” video should be constructed, and what you should cover in it. For me, most of the stuff you read and hear about how they should…

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