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…

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…

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? …