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…
Category Archives: Marketing
Dan Gilbert – Exploring the Frontiers of Happiness
photo credit: koll55 Alan Weiss featured this link on his blog – Dan Gilbert Exploring The Frontiers of Happiness Dan Gilbert has this excellent presentation on his exploration of happiness. It’s a fascinating look at how we think about things – sometimes in a very irrational manner. It goes for a bit over 30 minutes but…
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…
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…
Watch Your Language
When I left school I worked with a bank for ten years – the last year was spent as a financial planner. My next job was with a small Adelaide-based financial planning business where I learnt a lot about financial planning and client service. One of my early lessons was when I referred to someone…
