The Better Service Blog

Sales, Marketing and Practice Management ideas for financial planners!

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Entries from July 22nd, 2009

Competitor Analysis – Do You Really Know What They’re Doing?

July 22nd, 2009 · No Comments · Business Strategy

I’ve been preparing some marketing material for work and as part of it I did a competitor analysis.
I had a think about who my competitors are in the financial planning industry in Adelaide, and listed out the differences between their businesses and mine.  I looked at things like pricing, service offers, how personal the service [...]

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Sales Idea for Financial Advisors: Don’t Put All Your Eggs In One Basket

July 16th, 2009 · No Comments · Marketing

I’ve mentioned before how I work in the financial planning industry.  I own a financial planning business, and also do some business coaching with financial planning businesses and other service businesses.
I’ve been a fan of Don Connelly for a while.  I’ve read a lot of his articles and he’s always got some great ideas about [...]

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Effective Client Surveys from a Hotel

July 15th, 2009 · 2 Comments · Business Processes

A friend of mine travels regularly for business and usually stays in the same hotel in each city.  She works in a similar industry to me and we share an interest in sales and marketing and delivering good customer service.
A couple of weeks ago she stayed in a hotel in Sydney.  A few days after [...]

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Ultimate Entrepreneur Toolkit Review

July 8th, 2009 · No Comments · Product Review

I blogged about the Ultimate Entrepreneur Toolkit a couple of days ago.  It’s available for sale again on the 8th and 9th of July.  Click here to go to the web site.  In this article I’d like to give you my review of the Ultimate Entrepreneur Toolkit.
Ultimate Entrepreneur Toolkit Review – What Is It?
The Ultimate [...]

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Marketing Messages That Work – From Robert Middleton

July 6th, 2009 · No Comments · Action Plan Marketing, Marketing

From time to time I’ll feature articles from experts in the services marketing industry.  I’ve featured articles from Robert Middleton in the past and I’ve found another one from his blog archives that I’ve found to be very helpful.
I’ve been working through Middleton’s InfoGuru Manual this past week and he’s got one section about creating [...]

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