THE GREAT ADVISER WEBSITE FRAUD

Feb 08, 2018

We’ll build you a website that converts”, goes the promise.

Fantastic”, goes the voice in your head, “If I can get a great website that cracks my value proposition, has awesome copy, great images and lots of unicorns dancing on rainbows I’ll have a...

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WHY MOST ADVISERS’ MARKETING DOESN’T WORK

Feb 02, 2018

Have you ever had one of those LinkedIn messages from someone you don’t know inviting you to connect?

You have no idea who they are, but “what the heck”, you say, and click the Accept button. I like strangers. Some of my best friends started out as strangers.

Literally minutes...

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THE PATH PROSPECTS TAKE TO GET ADVICE

Jan 30, 2018

One prospect wants your advice like a thirsty man in a drought.

Another seems completely uninterested despite the financial mess you can see they are in.

Same approach. Same meeting. Same scope of advice.

Totally different outcome.

Are you interested in why?

For those of you working with Gen X...

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The Trouble with Hunting Unicorns

Jan 24, 2018

Steve Jobs was once quoted as saying, “We hire smart people so they can tell us what to do”

If you’re a cutting edge, global tech leader with deep pockets, top of your game and seeking to stay that way by attracting premium executive talent, it’s probably great advice.

If...

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THE PLAIN-SIGHT MARKETING OPPORTUNITIES ADVICE FIRMS OFTEN COMPLETELY MISS

Dec 03, 2017

If you have targets to hit before Christmas and you’re looking for the path of least resistance from a marketing perspective, give me three minutes and I’ll share a killer technique for finding opportunities hidden in plain sight.

Most importantly, when you nail this, it will fuel the...

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2 CELEBRITY TRAINERS ADVICE ON HOW TO MARKET ADVICE (AND THEY’RE RIGHT)

Nov 15, 2017

Opinions about how to build an advice value proposition are a bit like spleens.

Every has one, but not many people are expert enough to tell you how they really work.

Ok, so it’s not my best analogy, but here’s the important bit…

It’s not whether it sounds good, looks...

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QUICK ATTRIBUTION FORMULA

Nov 09, 2017

Another thing we spoke about is getting confident out there. And one of the challenges is of you trying to create content, it can be time-consuming right? But, I’m guessing every day, every week you probably read a   bunch of great stuff. You read this article, you read that...

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HOW DO YOU DECIDE WHO GETS SERVICE

Nov 03, 2017

I’d love to share more about the flaws in the way many advice firms approach their service offers, and the tweaks that can be made to turn them into something more progressive and better aligned with the expectations of clients in the digital age

In doing, hopefully it’ll provide more...

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THE REVERSE AUDITION

Oct 19, 2017

Today, I want to talk a little strategy for approaching potential strategic partners which flips the traditional model on its head and actually has a higher success rate. 

Here comes the reverse audition.

One of the gentlemen I have an opportunity to meet with pretty regularly is Paul Feeny....

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THREE QUESTIONS TO HELP YOU MASTER YOUR FIRST APPOINTMENT

Oct 12, 2017

There’s a saying I love to share when it’s appropriate.

Learning is a spiral. Mastery requires deep, repeat practice

Martial artists will get it immediately. Those who know Mr Miyagi’s “wax on, wax off” scene may also identify.

It’s the idea that...

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