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There sure a variety of opinions on how a “WHY” video should be constructed, and what you should cover in it. For me, most of the stuff you read and hear about how they should…

The words that financial advisers choose to use matter more than ever before if we want people to follow our advice given that professional advice is inevitably presented in written form at some point, resulting…

You have a couple of professionals from different firms in the same sector who you want to have as Centre’s-Of-Influence (COI’s), and most advisers think that is an impossibility. It is absolutely possible though…and I’d…

One of the biggest issues for advisers is to get clients saving more. Getting them to do now what will be good for later means deferring instant gratification and the constant “we wants”, even in…

Advisers getting into content marketing or just trying to create an audience for their brand are often confused about how best to communicate – or develope a style which balances personality with professionalism. Inevitably they…

Most professional development programmes for financial advisers end up being vaguely disappointing for the participants. Often the feeling is that the training is a bit too academic or theoretical and hard to implement in one’s…

Yeah, yeah, yeah….Client testimonials are good. We should all collect them. We should all display them on our website and stuff…. …but then line after line of typed text just looks the same as everyone…