Category Archives: Value

Financial planning is quite an intangible product. These articles give ideas on how to highlight your value.

Information, Knowledge and Expertise

I was reminded today about how much the internet has changed our lives. Information You want to find information, it’s all there.  More information is available for free today than ever before in history.  Whatever you’re interested in, you can Google any questions you have and you’ll be able to access a whole range of…

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The Invisible Touch – Key #1 : Price

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…

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Thoughts on 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…

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Thoughts About Christmas Marketing

So it’s getting close to Christmas and I’ve been looking around at the different marketing messages I’m seeing.  Here’s a few observations. Be Prepared All the major retailers prepare for Christmas months in advance.  In your business, how far ahead do you plan?  There are probably events or dates that are busy times in your…

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The Pool Shop

Does your business make it easy for clients to do business with you? Are there things you could do better to make your business more customer-friendly? At home, we have a swimming pool. Here in Australia, we’re coming to the start of summer so we’ve taken the winter cover off the pool and are starting…

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