value of you

Making the move from Product Rep to a valued Financial Adviser

February 21, 2025

Being a valued financial adviser is the goal, right? Well it is difficult to considered yourself “valued” if you don’t place a value upon your own expertise or worth to the client. It is even…

Read more

When clients say “too expensive” there is a value gap

February 6, 2023

If there is one objection which continually gets professionals in a tangle it is the client who says “it’s too expensive”. When a client says “too expensive” YOU you haven’t done your job…there is a…

Read more

A surefire way to get a Prospect to choose You!

January 11, 2023

You are ALWAYS competing to have the next prospective client choose you. In fact, even with existing clients who are still deciding on whether to follow the next piece of advise, there is a decision…

Read more
How to engage clients in a review of financial advice

Your Philosophy MIGHT Be Your Real Point of Difference

December 21, 2022

Advisers often struggle to articulate their point of difference, yet they usually can easily express well thought out beliefs and philosophies about money and planning. So most advisers think carefully about such things and build…

Read more

How To Get Clients Choosing You

September 7, 2022

You need to get clients choosing you over the other adviser or you’re dead in the water, right? Often you don’t even know that they were comparing advisers until it is too late and the…

Read more

Powerful marketing uses this word…

August 31, 2022

Powerful marketing uses powerful words, and there is no word more powerful in marketing professional advice than this one. It is: “Guarantee“ How can we tap into the power of providing a guarantee in professional…

Read more

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…

Read more
practical-financial-planning

Describe Your Advice Services In Practical Terms To Get More Buy-In

May 4, 2022

Advice should, almost by definition, be “practical”. Your advice services should be practical in that can be applied in the real world to achieve real differences, and any advice in any of your areas of…

Read more