3 ONBOARDING EMAILS YOUR ADVICE FIRM NEEDS TO SEND

Oct 05, 2017

Let’s talk about the first 90 days of a client’s life in your business.

How important are those first days to the relationship? How important are they to future efficiency? How important are they to your long term success, and to the success of the client?

What’s your answer?...

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THE HUGE FLAW IN MOST ONGOING SERVICE OFFERS (AND HOW TO STOP IT)

Sep 05, 2017

So Mr/ Ms Adviser, let me just clarify this a little”

“If I understand right, the level of service I’m going to get is defined by how much money you receive from me, is that right?“

“So my question is; how exactly does this relate to what I actually...

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FOR ALL YOU FINANCIAL COACHES OUT THERE: WHY NO-ONE (INCLUDING YOU) REALLY WANTS ACCOUNTABILITY

Aug 28, 2017

Hey there, my progressive financial coaches out there.

Love your work. Keep doing it and finding ways to make it more efficient, more automated and more cost effective.

We need you to change the way people feel about the ‘b’ word.

Quick question though.

It’s about that...

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WHY YOUR FREE FIRST APPOINTMENTS DON’T WORK (AND WHAT WILL INSTEAD)

Aug 17, 2017

If you’ve been working in advice for more than ten minutes, you’ll have probably been taught to offer a free first meeting.

I won’t beat around the bush on this.

No-one wants your free first appointment.

If you genuinely don’t agree, go create a facebook advert offering...

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THE RELEASE VALVE

Aug 01, 2017

Most successful people don’t burn themselves from too much work. They go out, enjoy and try a different environment.

Discover here reasons why you have to release and recharge to be able to boost productivity!

Check out my new Vlog: The Release Valve.

If you want to go faster contact...

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THE POWER OF PERSISTANCE

Jul 27, 2017

Ever wondered what is stopping your great idea from becoming a reality? Why your marketing strategy is not performing as you expected? It might not be a question of technique or planning, but of execution. You might be hitting a lot of hot buttons but you may be forgetting an important factor:...

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WHY THE CAUSE OF YOUR SOA INEFFICIENCY ISN’T WHERE YOU THINK IT IS

Jul 25, 2017

If you want to make your advice business a super firm in the future, you need to focus on this ONE overlooked area. By shifting your focus, your firm will be following the strategy of Facebook, Google and even acorns investing. Here is how you can stand on the shoulder of giants.

Check out my new...

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WHAT WILL DEFINE THE MOST VALUABLE ADVICE FIRMS IN THE FUTURE

Jul 21, 2017

If you want to make your advice business a super firm in the future, you need to focus on this ONE overlooked area. By shifting your focus, your firm will be following the strategy of Facebook, Google and even acorns investing. Here is how you can stand on the shoulder of giants.

Check out my new...

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WHY YOUR STRATEGIC PARTNERS DON’T FILL YOUR FUNNEL

Jul 12, 2017

You’ve finally found that strategic partner who is going to be perfect.

The clients they work with are almost exactly the ones you can help best.

You get on with each other, and what’s more it almost feels like you’re building totally congruent businesses, only in different...

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THE FUNNEL OF PATIENCE

Jul 07, 2017

Am I giving too much or too little effort for my marketing plan to succeed? If you ever asked yourself that, then this video is made just for you.

 

Check out my new Vlog: The Funnel of Patience

If you want to go faster contact us and we will help you.

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Don't hesitate....

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