Marketing

How to hire well (or at least increase your chances)

When it comes to hiring you want to do it well, do it fast, and do it for a decent price. But you can only have two of those three things according to Sarah Penn.

Sarah PennMarch 10, 2020

Marketing

Meet your clients where they hang out

The traditional monthly newsletter email is probably less effective than you think; advice marketers weigh in on what principals are getting wrong in their marketing game.

Tahn SharpeFebruary 14, 2020

Marketing

Less stuff, more positive outcomes

Sarah Penn has done the legwork and narrowed her productivity tips down to three simple steps that she reckons seem to work.

Sarah PennNovember 8, 2019

Marketing

What to do with an under-performing staff member

If staffing is one of your business's biggest investments then under-performing staff could present the biggest roadblock to performance. Sarah Penn suggests digging a little deeper into the problem.

Sarah PennOctober 8, 2019

Marketing

Celebrate wins, even if they are small

If you’re not used to celebrating wins, here’s a list of things that could be worth celebrating in your business – the perfect antidote to the ‘busyness’ disease.

Sarah PennJuly 12, 2019

Marketing

Where we’re going wrong with client onboarding

Many advisers are missing a big opportunity to help consumers better understand the financial planning process and how recommendations will be made on their behalf during the onboarding process.

Sarah PennMay 20, 2019

Marketing

Marketing is a team sport

Practice principals first need to let go of the idea they have all the answers and trust in the ability of your team to get involved in setting up and executing a marketing process.

Sarah PennMay 2, 2019

Marketing

Make your one-on-one staff meetings count

There’s a simple way to make sure you have quality conversations and therefore a quality relationship with each of your staff - it’s an approach called ‘start, stop, keep’.

Sarah PennMarch 26, 2019