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Sales, Marketing and Practice Management ideas for financial planners!

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Entries from March 19th, 2009

At The Resort

March 19th, 2009 · No Comments · Business Processes

I’m at a work conference staying in a resort in the Blue Mountains in New South Wales, Australia.
I’ve heard some great speakers today and there are more lined up tomorrow so over the next few weeks I’ll blog about some of the things I’ve learnt.  But today, I want to blog about my experience at [...]

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What I Learnt At the Dinner Table

March 9th, 2009 · No Comments · Business Processes

The other night eating dinner we had an interesting experience which relates to running a business (it does….I promise).
My youngest son is usually pretty slow in eating - generally he’s the last to finish his evening meal. 
But the other night, things were different.  We were talking about what we did during the day etc, and didn’t [...]

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Robert Middleton on Playing the Game

March 7th, 2009 · No Comments · Action Plan Marketing, Marketing

As a blogger on marketing for services businesses, I feel that one of my duties is to introduce my readers to other people who can help them.  A bit like when someone tells you about a new band or movie, I think that there’s some value in introducing my readers to fresh ideas from others.
I’m [...]

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The Invisible Touch – Key #4 : Relationships

March 3rd, 2009 · No Comments · Marketing

I’ve been writing about some of the keys Harry Beckwith has in his book called The Invisible Touch.  The final key, and the one he considers to be the most important, is that of Relationships.
Beckwith makes the point that the other three keys – price, packaging and brand are important, but when you sell a [...]

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