professional services firms
Advisers Could Get Better ROI On Their Business
July 29, 2025It is a little ironic that many professionals in the business of advising people how to get better ROI do not do what they should to get a better return on one of their own…
Adviser Succession: What do buyers of financial practices look for?
May 6, 2025The irony of adviser succession discussions is how few of the advisers considering the topic seem to consider how to get a better return on what is often their biggest investment – their practice. Sellers…
The New Paradigm of Financial Adviser Marketing
February 18, 2025There has been a significant paradigm shift in how financial adviser marketing and sales functions interact. A fundamental change to how we understand and use the knoweldge of the consumers emotional buying cycle has already…
Are sales letters useful?
October 31, 2022A 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?…
If It Is Not Simple, You Are Not Working Hard Enough
July 11, 2022It takes a lot of work to make complex advice simple and succinct, and nowhere is this more apparent than in the creation of a financial plan or Statements of Advice. Those 40 page plans,…