I’ve been spending a lot of time this month updating the web page for my financial planning business. I’ve decided to move it completely across to WordPress using the Headway theme. This should help me with the SEO, and makes it a lot easier for me to add extra pages when I need to. I’ve [...]
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I’ve been reminded over the past couple of weeks of the power of storytelling.
Last week I watched a presentation from Ben Self at the Australian Financial Planning Association’s national conference. Ben was the man behind Obama’s marketing and social media strategy during the election period. In his presentation he mentioned a number of ideas for [...]
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I attended a conference for financial planners last week and heard from a wide range of speakers. In the space of two sessions I was reminded of how there are different ways to prospect for clients, and the importance of finding out what works for you.
Session 1 – It’s all about postcards
The adviser who spoke [...]
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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 [...]
Tags: Advisor·Connelly·Diversification·Don·financial·Idea·Planner·Planning·Sales
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 [...]
Tags: Action Plan·Elevator Speech·Fast Track To More Clients·InfoGuru·Marketing·Robert Middleton·USP
