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Sales, Marketing and Practice Management ideas for financial planners!

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Entries from January 30th, 2009

The Invisible Touch – Key #2 : Brand

January 30th, 2009 · 1 Comment · Marketing

photo credit: kevindooley 

Last week I wrote about Harry Beckwith’s book The Invisible Touch.  I mentioned how Beckwith looks at four key areas for the marketing of services businesses.  In last week’s article I wrote about how Price affects the perception of your service.  This week I’ll look at how your Brand can influence your [...]

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The Invisible Touch – Key #1 : Price

January 21st, 2009 · 2 Comments · Marketing, Pricing, Value

photo credit: mangee 
 I’ve been reading The Invisible Touch by Harry Beckwith.  I like Beckwith’s books – he’s one of the few writers around who writes specifically for those of us who sell services.  In the book he looks at four keys to selling a service:

Price
Brand
Packaging, and
Relationships

In today’s article I’ll share some of his thoughts [...]

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Recurring Revenue for Your Business

January 15th, 2009 · 2 Comments · Pricing

 
photo credit: SideLong
 Jamie Harrop had a post a few days ago about charging clients a fixed monthly fee for the web / design / maintenance work he does for them.  You can read his post here.
In my business we do something similar for some clients – charging a recurring, monthly fee for our ongoing [...]

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Dan Gilbert – Exploring the Frontiers of Happiness

January 8th, 2009 · No Comments · Marketing

photo credit: koll55
Alan Weiss featured this link on his blog – Dan Gilbert Exploring The Frontiers of Happiness
Dan Gilbert has this excellent presentation on his exploration of happiness.  It’s a fascinating look at how we think about things – sometimes in a very irrational manner.  It goes for a bit over 30 minutes but is [...]

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Thoughts on Value

January 5th, 2009 · 2 Comments · Marketing, Value

I’ve been thinking about the concept of value – what do clients see as being valuable in the services we offer.
In the financial planning world, I’ve seen a lot of planners who still feel that sending regular statements to clients is valuable.  If the clients already get reports from their investment providers, and they can [...]

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