professional services brand

One of the greatest ways to attract the type of business you prefer is “Expert Positioning”, and most professionals could position as an expert if they really wanted to. The reality is that most professionals…

Two areas advisers wrestle with forever seem to be creating a value proposition and creating a strategy. There is a way of helping to define both in broad terms quickly, and that carries the massive…

For anyone in professional services reputation is everything today. It is a trust-creator, or a trust-killer. Basically everything you do – every engagement you work on, every social media post, everything you do at a…

The most powerful marketing tool most professionals have is the one they use scores of times daily, but which they usually do not do any actual marketing with. email. Love it or loathe it, we…

Value Proposition. It is the value that you propose to deliver to a potential customer. What it is not is anything other than the value you propose to deliver to them. Seems simple enough, doesn’t…

Do financial adviser titles matter? A good question given the number of advisers who seem to try and elevate their professional positioning by referring to themselves as something other than “a financial adviser”. You know…

Every financial adviser should have a blog by now…especially now when so many consumers have so many questions about money, and so much time to google them, and so many opinions to read that it…