Archive
6 ways to increase the price when selling your financial advice business
While there is no doubt that the price of financial planning businesses have come back from some heady heights in recent years, there are still some attractive sale opportunities for firms with the right profile. However with fewer buyers out there, those that are looking to buy are extremely selective and are only interested in really strong businesses. So what [...]
How can you secure your ongoing revenue stream?
Many of the advisers that I talk to regularly speak of the dual challenges of earning enough revenue today from new business to pay the bills (while hopefully having a bit left over), and also moving their business model towards building up a growing, recurring revenue stream. While there is a plethora of articles written that look at the new [...]
Marketing tips for Financial Advisers
A number of financial advisers have said to me over the last few months something along the lines of, “I don’t have the time / resources to carry out a full marketing planning process at the moment, so what are the 4 or 5 quick wins that I should look to achieve in the meantime?” While I’m obviously an advocate [...]
How’s your sales presentation?
Successful brokers use great sales presentations. Always in my experience. How good is yours? As part of my work with brokers, I ask them to show me their sales presentations. Some look blankly at me, some fish out a hodgepodge of PowerPoint slides that have obviously been cut and pasted from different presentation over the years. However some really blow me away [...]
Do your clients know the value that you bring?
Are you very clear about the value that you add for your clients? Yes, I think most advisers are clear of the value that your advice offers to clients. How good are you at proactively discussing this with potential clients? Hmmm, I think there are a lot of advisers who are much happier talking about products rather than their advice [...]
10 steps to enhance your brand in 2013
The financial adviser space is a crowded space. There are lots of advisers chasing after a relatively small number of new clients. So how do you stand out from the crowd and get your brand to punch above its weight? This article sets out 10 steps to help you do some early planning to build a stronger brand for 2013 [...]
5 Tips for Effective Marketing Planning by Financial Advisers
At least every year, financial advisers need to take time out from their day to day business and put structured plans in place to help drive their business forwards. . Central to this process is (or should be!) a well-developed marketing plan that will support you and your staff in achieving your business objectives. This article looks at 5 critical [...]
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Welcome to our Blog
The aim of this blog is to help financial advisers address your sales and marketing challenges. I want to help you to reach out to your customers in a way that helps you to stand out from your competitors! I’d also love to have a face-to face conversation with you so please feel free to contact me! Regards, Eamonn
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