social marketing

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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The 10 Things To Get Right For COI’s To Start (and Keep) Referring

August 8, 2025

A great Centre-of-Influence keeps referring…they are not really COI’s unless they keep referring. That relatively reliable constant stream of introduction to target market prospects can build an advisory business better than any other form of…

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What Financial Advisers Could Be Better At…”Being There”

August 5, 2025

There is something that financial advisers are proving to be not good at doing: That is “Being There”. In this country Statistics NZ compile data from the census every few years and there is a…

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How do you prepare clients to recommend you?

May 20, 2025

Having clients recommend you remains the best marketing tactic there is, bar none. Despite plenty of research is telling us that our future clients are making buying decisions differently today, than say 5 years ago…

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Ask the expert? Be The Expert That Gets Asked!

April 15, 2025

It is so easy today to get yourself “in print” and be positioned to be the expert that target market customers ask for advice, and being the expert that gets asked leads to those customers…

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Could you be a Thought Leader Adviser?

April 1, 2025

Business would be easier if people recognised their problems and knew you were the one with the answers, and they just came straight to you to get them solved, right? To achieve that you should…

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How to make yourself scarce…and more valuable!

March 4, 2025

Make yourself scarce. It is a well established economic AND behavioural principle is that people generally will have higher demand for that which is more difficult to get. Less of something makes it more valuable,…

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