unique selling proposition

Answer The 3 Questions That Help Them Choose You

March 17, 2026

Your marketing objective is simple: Help ideal clients choose you. The most important word in that sentence was “help“, and that is very different to “convince“, which is the typical marketing approach. A great marketing…

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valuing advice

Properly Valuing Financial Advice

August 29, 2025

When it comes to valuing your advice to clients what is a “fair” rate or price? $100 per hour seems pretty cheap for any professional – plumbers cost more than that, right? But what about…

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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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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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What IS value to your prospect?

August 1, 2025

It may seem an obvious question; but what is value in the eyes of your prospective clients? Value can be determined by any individual in any number of ways of course, and what is valuable…

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Using The Pareto Principle To Actually Improve Service And Profit

July 8, 2025

Everyone has heard of the Pareto Principle by now, but are you actually using it to improve profit…or improve service….or should we saying it actually “improves service which improves profit”? It is the latter. Undoubtedly.…

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Consumers won’t pay Financial Planners until they know what we can do for them…

May 30, 2025

“Only 2% of consumers would go to a financial planner to take out life or other personal insurance” “Only 9% of consumers would go to a financial planner for retirement planning” “12% of consumers would…

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Publishing Content. Or, becoming an authority if you prefer

May 27, 2025

Every professional should aspire to becoming an Authority to their chosen audience in my view. The ideal is you have top-of-mind-awareness with your target market of course, but more than just being the first person…

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