service marketing strategy

personal-service

How “personal” should your personal service be?

April 17, 2026

It is our livelihood in many respects, yet one of the vaguest phrases we use is “personal service”. What is a personal service is not necessarily the same as a personalised service, and what is…

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big-wins-from-being-decisive

Big Wins Come From Being Decisive

April 10, 2026

Paralysis from analysis is generally an achilles heel of professional services it seems, and amidst all the change and carnage of financial advice simply being decisive can be a winning difference for practice owners. Indecision…

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Here is how to work out WHERE to compete

March 10, 2026

A cornerstone of great strategy is understanding where to compete in the market…or rather, which area of expertise or service offering to lead with in the marketing efforts. Once the target market clients have been…

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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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financial advice value

An easy way to work out how to express the value of YOUR advice

August 26, 2025

If you are struggling to express the value of your advice for your target market there is a way to figure it out that doesn’t require you agonising over how to come up with a…

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