Category Archives: Value

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

It’s a Performance

I remember sitting in a lecture one night and my lecturer began to talk about service delivery as a performance.  As a musician I was fascinated by the parallels between what I’d experienced as a musician, and what I did in my job. Have you ever been served by someone who was obviously having a…

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The Hidden Cues of Value

The hidden cues of value Our financial planning business has an architectural firm as clients.  I visited them in their office the other day and was impressed by what I saw. I guess if you’re an architect it could be hard to sell your value to some clients.  A lot of what you’re selling is…

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How Clients Decide

I was with my accountant recently and we were discussing how clients decide whether we’ve done a good job or not. I’ve heard clients speak about their accountants and say something like “My accountant is very good.  I get a tax refund of around $1,000 each year”.  Does this mean he’s done a good job? …

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