USP

clients-you-don't-want

Some customers you just don’t want

October 31, 2025

Some customers you just don't want, because not all customers are good customers for you. Even some of those who look like they are commercially viable customers you just don't want

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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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How can you value financial advice?

March 18, 2025

Putting a value upon financial advice is a tough issue for advisers and consumers alike. There is a pretty basic concept as far as “Value” goes for any consumer purchase though which is not a…

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Pitching Your Marketing To The Target Client’s Buying Journey

December 10, 2024

Most of your target market today go on a “buying journey”. That means they largely control what and when they will buy our products and services…and it is rarely a snap decision made the same…

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Do you have to be unique professionally to have a strong USP?

March 15, 2024

No. YOU do NOT have to be unique professionally to have a strong USP or differentiator. People mistakenly believe that they have to find their “uniqueness” in order to be able to articulate their value…

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differentiating

Differentiate By Building A Strong Promise

March 17, 2023

There are notable differences between high growth professional firms and others when it comes to differentiating themselves. How they choose to express their value and stand out is quite different to the mainstream. Undoubtedly the…

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Where your Value Proposition REALLY fits in

March 15, 2023

A well crafted and well articulated Value Proposition is the key component in any good marketing strategy. Even though it is the most important part of the entire marketing message, it is not the first…

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What financial advisers do

Note to self: Must take charge of my own brand

January 20, 2023

I listened to a good friend, who is also a client and a good centre of influence and an advocate, explain what I do to someone else. End result: I must take charge of my…

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