marketing position

The Formula For Positioning Yourself For Ideal Clients

May 29, 2026

“Poor positioning of yourself and what you can achieve for your ideal clients is the number 1 reason for ideal business opportunities not coming to you….” Many professionals experience the frustration of good clients doing…

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If you have no better way to market yourself, there is this…

May 5, 2023

When all else fails and you are at a loss to market yourself effectively the easiest marketing path is to sell “convenience”. One thing you can count on is that there will be a significant…

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How to create more compelling offers

December 16, 2022

What financial advisers do is valuable, but it is often not compelling. To creating more compelling offers we need to bring the long term into short term focus, and the secret to that is defining…

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Professional Positioning Powers Elite Performance

October 3, 2022

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…

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Your Marketing Tactics? Well, it depends…

May 25, 2022

Which marketing tactics are worth considering for your professional promotion largely comes down at the start to being clear about your desired positioning. Are you wanting to be seen as a “General Practitioner” or are…

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achieve-exceptional-growth

Generalist or Specialist, You Can Still Achieve Exceptional Growth

April 8, 2022

Some advisers opt to head down either the generalist or specialist path simply becuase that is what gives them professional satisfaction – and it is not about achieving particular commercial objectives. They work the way…

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nest-marketing

Niche or Nest Marketing: Which is Best?

February 11, 2022

Niche marketing and nest marketing are concepts which are often confused, or referred to interchangably, by advisers. They are not the same thing, and they are also not even mutually exclusive: you can do both…

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