value proposition

personal-service

How “personal” should your personal service be?

April 17, 2026

It is our livelihood in many respects, yet one of the vaguest phrases we use is “personal service”. What is a personal service is not necessarily the same as a personalised service, and what is…

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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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Here is how to work out WHERE to compete

March 10, 2026

A cornerstone of great strategy is understanding where to compete in the market…or rather, which area of expertise or service offering to lead with in the marketing efforts. Once the target market clients have been…

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Giving is good for business, so why not do it all year?

December 5, 2025

One of the things that is great about the Christmas holiday season is it becomes noticeable that many folk relax just a little bit more….they give others a bit more time and leeway…they become just…

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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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The first sale you have to make…

September 26, 2025

There is a first sale that advisers have to make, before they make the sale they want to make. The first sale that has to be made is YOU. Advisers often tell me they are…

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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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The 10 Things To Get Right For COI’s To Start (and Keep) Referring

August 8, 2025

A great Centre-of-Influence keeps referring…they are not really COI’s unless they keep referring. That relatively reliable constant stream of introduction to target market prospects can build an advisory business better than any other form of…

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