Tag Archives: planning

All Advisers Should Have a Personal Marketing Plan

And it’s easy to write one…here’s how! Firstly, why is a personal plan important? There are several reasons, but a key one is that it makes your career less open to random chance and makes you more focused on doing … Continue reading

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How to Write a Persuasive Email

Joseph Pulitzer the great journalist said: Put it before them briefly so they might read it, clearly so they will appreciate it, picturesquely so they will remember it and, above all, accurately so they will be guided by its light. … Continue reading

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Why Professional Firms Should Use Scenario Planning – Radical Changes are Needed!

If you’re happy making incremental changes to your strategies or business models, you won’t need to read this. But if you sense there are potentially big changes afoot, this blog article might be an important read. Conventional ways of putting … Continue reading

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Consultative Selling for the Professions – Seven Simple Steps

My article on Procter & Gamble’s seven selling steps has been popular. It covered the process that P&G found worked for their sales specialists while on a call (state the idea, explain how it works, reinforce key benefits etc). In … Continue reading

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