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
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
Marketing
Educating, rather than nagging, can reap benefits
Building trust will be particularly important this year for advisers. Businesses will fare better at this if they skip the hard sell with clients or prospects – and nurture instead.
Anthony O'BrienFebruary 11, 2019
Marketing
Unlock the benefits of client retention
Financial advice practices are blessed with low rates of churn, compared with businesses in other industries, but even a small improvement in this area adds substantial value.
Ray McHaleJanuary 31, 2019