Why Marketing Matters Most For Advice Firms in 2019 - Part 1

Apr 18, 2019

2019 is going to be the year that marketing really matters for advice firms. However, it may not be new clients you need to focus on most.

It's your existing ones, and I'd like to help make it simple for you.

I'm going to break this down into two parts; the why and the how and, if you decide once...

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3 Service Offer Questions To Be Ready To Answer

Apr 11, 2019

When it comes to your service offer, over the next 12 months, there are three questions you need to be prepared to answer.

Your clients may never actually ask these questions. Doesn't mean they're not thinking about them.

Should the regulator want to know the answers, you'll be glad you prepared...

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The Referral Game unpacked

Feb 27, 2019
I want to share something about the topic of referrals specifically.
 
I want to share with you what needs to happen for you to generate referrals in your business fast, and mistakes you'll make that will stop you from doing so.
 
First, let me give some context.
 
There are four...
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Should You Advise Friends?

Feb 17, 2019

I received an awesome question this week. It's one that I've got personal experience with, and one that I know a number of people will have too.

Should we take on friends as clients? If so, what are the things to do differently?

Personal confession time. I have lost friendships as a result...

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When Clients Are Wrong

Feb 03, 2019
Recently I've had a few advisers get calls from angry disengaged clients who have been "inspired" by this Royal Commission of ours. Many of them have been clients for years, and in that time haven't responded to emails, offers of review, or anything.
 
Now though they're calling up,...
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Why Engagement Matters in 2019

Jan 23, 2019

This could be a dry year of lead generation for many advice firms. I’d like to share why and what you can do to avoid it now before the drought gets worse.

In a little under 3 weeks, I’m running the first of our programs thrice yearly two-workshops, the Excelerator.

The theme that...

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Why You Need A Shared Inbox

Jan 17, 2019
 

"I hate email", and that's no misprint.

I will expand a little though.

Email if used wrongly is an absolute demon technology, which will drain you of every precious minute of focus and energy that should be used for more productive things.

That wouldn't fit in a subject line though.

One...

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The Truth About Accountability

Jan 15, 2019

 85% of people reading this article will not achieve what they aim to this year. It’s not that they’re not capable, it’s not that they can’t, it’s simply that there is a gap between their intention and their actions

As the old saying goes, “Everyone...

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5 Silicon Valley Advice Trends

Dec 26, 2018

This blog was first published in Robeco Australia’s Insights newsletter, a monthly smorgasbord of advice-related content from one of the world’s leading investment engineering firms. To check out other great content that’s been produced for Robeco since this article...

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The Strong Correlation between FASEA and Anonymous?

Nov 21, 2018

My colleague and friend Steve Crawford likes to tell it like it is.

I don't always agree with everything he says, but I respect the fact that he believes in what he's saying and is willing to say it out loud. It comes from a good place.

If you don't know Steve, you can find out about the amazing...

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