USP

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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Easy business in the low-hanging fruit

September 19, 2022

Everyone wants easy business yet we so often make it harder than it has to be. Get the low-hanging fruit first. Twice as easy to get, and just as sweet. Nothing is wrong with it…

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No Value Proposition? You’re a commodity then.

September 16, 2022

how to avoid being a commodity as a professional adviser and being chosen on price or convenience comes down to having a strong value proposition. Building a great brand involves more than just a value…

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How to find your Niche

September 12, 2022

Knowing and working exclusively in your niche is nirvana for most professionals. Your niche is that absolute sweet spot where what you are fabulous at overlaps with what you love doing, and it is something…

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creating a USP for financial advisors

Identifying your uniqueness as an Adviser

September 2, 2022

Your fingerprint is a unique identifier. Nobody else has the same one as you. Your uniqueness extends beyond having a separately identifiable set of finger prints though. Yet so many professionals struggle to identify their…

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road-ahead-for-advice-business

The uncertain road ahead for advice businesses

August 5, 2022

One certain thing for advice businesses is that there is a huge amount of uncertainty. Practice owners have had a lot of “alone time” in the last couple of years quietly contemplating the road ahead…

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5 Points Of Competitive Difference In Choosing Product Suppliers

July 4, 2022

Often it seems there is little difference between product suppliers in financial services, with one fund manager looking similar to other fund managers, and one life insurer offering essentially the same products as other life…

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Why should they choose you?

June 3, 2022

If you want ideal prospects to choose you over any number of other highly qualified professional advisers then you must have the ability to succinctly articulate what makes working with you special. Why should they…

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