The best in the business If you’re not the go-to firm or person, you’re no one in marketing terms. Don’t believe me? Think of your own buying approach last time you had to find a builder, tradesperson, or professional in an area where you have little or no expertise. How …
Way-back-when marketing I’m old enough to remember when marketing was genuinely expensive. Back in the day, in my business in Sydney we used to send a letter out with some sort of offer to the 8000 names in our client database. The cost? About $8,000 by the time you factored …
Using Your Professional Connections As A Distribution Strategy This week I focus the spotlight on finding enough of the right type of clients. You can be the best adviser on the planet, but just being good at what you do is no longer enough. You may still struggle to earn a respectable income, let …
Know Thy Market; Don’t Be A Generalist I’ve written about this extensively, but it’s worth repeating. You have to know: Who you work with What they want How to deliver it to them Most financial planning firms are still too generalist in nature. Why? I believe it’s because they’re scared to …