Achieving more

This (10-minute read) is the last of three Insights for owners of Financial Planning and Advice firms, in which I outline six questions to help you assess any potential (or existing) content supplier. If you’d rather talk than read about this checklist, book a meeting with me here. 

Does your firm make a clear client promise? And is it helping you stand out from the crowd? Your ideal clients are making a decision about your firm in seconds. What are they hearing? And can everyone in your firm — and your professional introducers — give the same answer? Here’s a quick test. Ask…

On this page, you’ll learn about a valuable NEW content scanning service The service is designed primarily for financial planning/advice business owners offering educational Insights on Money (and Money Psychology) topics. However, it could also help you if you offer other professional services in this or other sectors. The aim is simple: to help you…

A 10 to 20 minute read, depending on your speed. In this Insight, I’ll explore why leading firms (in all professional services) now take an education-first approach to marketing. And we’ll see why this is crucial to your firm’s long-term success, regardless of how you obtain enquiries for your services.