Soul Millionaire

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It Happened Again At An IFP Meeting!

You Know What It’s Like When You’re Talking About Something Which You Know Works So Successfully?

You Absolutely Know Your Subject…
And You’re Getting Passionate About The Difference It’s Made In Your Life…

But You Can See That You’ve Not (Yet) Convinced The People Listening To You?

Know That Feeling?

Well, I was having such a good time at the IFP Meeting in Manchester last night.

The audience laughed in all the right places.
(And some places that I hadn’t planned for!)

They were successful, bright, professionally advanced.

And then I hit the subject of ‘Choosing A Niche Target Market’.
A Marketing Strategy about which I’m passionate!
And I’m passionate…because of my success in making Niche Marketing work huuuuugely profitably.

But it was right then (and after, as we chatted at length together) that the question arose…
Firstly on their faces… then when someone articulated it.

The question is…

“Yeah. That’s all very well.
But HOW do I choose a Niche Market that will work for ME?!”

Because that question is so important, I’ve answered it in 3 different ways:

Firstly, using this video…

[youtube=http://www.youtube.com/watch?v=tHgkhoypdzg&hl=en_US&fs=1&color1=0x006699&color2=0x54abd6]

Secondly, you’ll find more about HOW to make Niche Marketing work for you…
in your copy of ‘The IFA Marketing Manifesto’… the 79 page report that you can download from our website here…

Thirdly, I’m going to spend time and energy, going into the HOW TOs… when we launch the New Adviser Blueprint Programme.

Crumbs… Is that the time?!

Must dash. We’ve some more videos (and Business Reports) to create for you.

Next week, I’ll start explaining how to make your business TRULY different.
So that it stands out from the crowd… and gets you noticed.

……………………………………………………………..

Meanwhile – Before I go… I have 2 quick questions for you…

  1. Which of the Niche Market Strategies (from the video) do you plan to use first?
  2. What Marketing Strategy would you love to learn more about?

…………………………………………………………..

Until next week…


Here Are 5 Ways To Transform The Power of Your Website, To Attract Your Ideal Clients!

I’ve Examined Some Really Attractive Websites During 2010!

Many Have Had A Great Deal of Care and Attention (And Money) Devoted To Them.

Indeed some do a superb job in visually communicating an image of Quality and Professionalism.

The problem is… the Opportunity Cost of a website makes it the most expensive piece of Real Estate you’re ever likely to own!

And if all you can do is create the online version of your brochure…

Well, I think you’re missing the point (and the power) of what’s in front of you!

So, In This Video (#18 in a series of 20 Marketing FAQ’s)…

[youtube=http://www.youtube.com/watch?v=LFLA0na8BSY&feature=related]

I’ll briefly explain the ‘Five Website Home-Page Danger Signs’ that should tell you…

“Your Online Market Strategy needs some serious attention!”


How You Can Create Testimonials That Move Prospective Clients To Instant Action! (6 Minute Video)

It took me far too long to appreciate the power of Effective Client Testimonials!

Far, far too long.

In fact, for many years – as a Financial Planner – I tried every conceivable way to convince prospective clients of our brilliance and superior service.
(Sound familiar?)

Eventually I woke up to the fact that self-promotion was little more than a futile ego-trip.

And it made minimal difference to the outcome!

Fortunately (well, only 6 years ago, to be honest) I finally learned the power of Third Party Proof.
That was when I needed testimonials for my novel ‘The Soul Millionaire’.

And the book climbed to Amazon’s Top 20! (Not bad for an ol’ Financial Planner?)

You see, most of us can get clients to say nice, warm, cuddly things about us.

But, when we know what we’re doing…
When testimonials are credible – and relevant…
Then we are able to grab readers by the jugular…

And get them to take ACTION!

In This Video, I’ll Explain How You Do That…

This is Video #19 in The Marketing FAQ series.


Soon, you’ll be able to access the full set of 20 Marketing FAQ videos!

I’ll tell you how… in just a couple of Blogs from now 🙂


How To Transform Your Ability To CONSISTENTLY Attract High-Quality Clients!

I Think You’re Going To Be Interested In What We’ve Discovered About IFAs In Our Latest Telephone Survey!

Now, I would be the first to say… a couple of hundred conversations don’t lead to perfect stats.

But when you talk to that many people… you get a pretty good idea of the recurring frustrations, pains and problems.

Yet, with all of that hard work… I don’t think you’re going to be in the least surprised at the results!

What do you think we found to be one of the most Pressing Questions – no matter how advanced the IFA firm was?

You’re right… it’s this:
“How Do I Attract A Consistent Stream of Clients Who Are Absolutely Perfect For My Business, And My Future?”

Because, frankly… mastering the ability to attract Perfect-for-You New Clients – month in, month out – is the ultimate form of profit potential.

It doesn’t matter how qualified or talented you are…
…your ability to attract this type of client consistently is THE skill that will be of the greatest value to you in the months ahead!

You’ll be even less surprised that the answer to how you do this starts to unfold in this next video!

Let me know what you think…


A Masterful Business Lesson From 15 Year Old Briony!

Sometimes You’re Humbled And Inspired By An Extraordinary Moment!

At 15, Briony should be entirely consumed with herself.
That’s how life works for teenagers, doesn’t it?

Which is why what Briony did completely threw me… and inspired me… and caused me to sit and ponder about how I run my business.

You see… when the world was freezing, snowbound and miserable… Briony saw the wonder of it all (remember that feeling?)

But more than that… she and her sister Lauren picked up the phone and called an equally inspired young photographer.

Then, out they went into the snow for an outrageously cold photo session.
But not just any old photo session!

Because Briony took off her shoes (yep, barefoot)… changed her clothes… and, well… she started dancing!

This is her, flying through the air… with a field of virgin snow behind her (believe me, that’s not a white studio backdrop) !

And she didn’t stop until the photographer said “That’s A Wrap!” (or whatever photographers say)
All to create a memorable Christmas present for her Mummy!

Days later I sat in my office studying this photo… and many others like it.
Here’s what I thought:

  • “Here is Excellence in the midst of hardship;
  • Here is “Why Not?” in the midst of “You can’t do that, because…”;
  • Here is Determination in the midst of a world grinding to a halt;
  • Here is a 6-days per week commitment to her craft… on top of all else demanded of her;
  • Here is Excitement in the midst of ‘hard times’;
  • Here is the realisation that Good Enough is simply not good enough;
  • Here is Passion when all around her are merely ‘hunkering down’;
  • Here is Inspiration and Joy that touches everybody who comes into contact with her.”

So, I was thinking…

“Why can’t MY business be like that?”

And why can’t YOURS?!


I Wonder What Good Memories You’re Taking With You From This Year?

This Is What I Wish For You As We Say Farewell To This Year…

I wish that you could take the sort of memories that our oldest daughter, Lauren, takes with her from her 6 month Asia-Pacific travels.

This is Lauren fulfilling a childhood dream… To ride bare-back in the surf (in Australia)!

Apart from rich memories…

I wish for you the gift of being able to see the breathtaking, awe-inspiring purpose for this journey that you’re on… with all of its tests and painful questions.

As one of my favourite carol says… I wish you could simply:

  • See what I have seen
  • Hear what I hear
  • Come to know what I know…

… both within business, and personally.

Because, if you did… then life would have so much more enjoyment…
So much more excitement…
So much more fulfilment…
So much clearer direction!

And you’d become RICHER in the most complete sense of the word.

If I could give you this gift of insight and knowledge…
Believe me. I would.

With it, the weeks and months ahead would be filled with greater hope, courage and inspiration.
And don’t we all need far more of that?

Until next year…
Thank you for walking beside me via this Blog.
Thank you to all those who have encouraged me on my journey. And…

Have a wonderful, wonderful Christmas Season!


Three More Marketing Strategies To Lift Your Small IFA Business Into The £500k (Plus) Per Annum Bracket!

If You Can Write… If You Can Speak…You Can Develop Your Small Business Into A Magnet For The Quantity And Quality Of Clients That You Really Need!

There Are 7 Very Good Reasons Why The Most Entrepreneurial IFAs Can Attract Exactly The Type And Number of Clients They Desire.

In My Previous Blog, I Explained The First Four.

It’s Time To Reveal The Other Three…

I wonder which of these you’ve put into action?

(This Is Yet Another Extract From The Soon-To-Be-Launched ‘Adviser Blueprint Programme. Watch Out For Your Launch Invitation… Coming Soon)


I Admit, I’ve Made A Big Mistake With My Business!

I Clearly Remember The Moment When I  Received A Phone Call Which Rocked Me Back On My Heels!

Within Just A Couple of Minutes, I Was Starting To Question The Thousands of Hours of Hard, Hard Work I’d Invested In Building The Adviser Gym Programmes and The Soul Millionaire Brand.

Can you imagine how that felt?
Who Could Have Made Such A Phone Call?!

Strangely, the caller was someone I like, respect and trust.
A Financial Planner who possesses both courage and enormous integrity.

He had received a copy of our 79-page report ‘The IFA Marketing Manifesto’
(I have to admit, I’m ’chuffed to bits’ about this report. And many have provided lavish testimonials, for which I’m grateful)

What Did He Say That Shook Me To The Core?

What he said sounded something like this… “Well, David. This report is interesting. It really is. But I’m disappointed in you.”

(Well, come on! Either you like it; or you don’t!)

Then he continued: “What I want to know is… Where is The Soul Millionaire in all of this? Where are the ethos and principles that make you different? Without that, this is just another ‘How-To’ marketing report?”

What Did He Mean By “Where Is The Soul Millionaire?” ?

If you’ve read the novel – ‘The Soul Millionaire’ – that I wrote in 2005, you’d know what he meant.

You’d know that (with minimal marketing) it shot to Amazon’s Top 20!

You’d know that the novel is not just about the ’How-To-Make-Your-Fortune’ story that the cover suggests
It’s about how one self-centred, self-obsessed young man learned what life is really all about!
And became not just successful. But incredibly fulfilled and happy in the process.

(What’s more… it’s based on a true story!)

It’s about ‘Making A Huge Difference’
It’s about Contribution
It’s about Leaving A Legacy in people’s lives.

So, What’s That Got To Do With The Adviser Gym Programmes for Financial Advisers?

Those who know me well, understand that I walked out of my full-time Financial Planning role… so that I could build a business dedicated to achieving One Singular Objective.

And it’s this…

The Whole Purpose of The Soul Millionaire Group of Companies Is To Show One Million Entrepreneurs How To Make A Colossal Difference Through Their (Very Successful) Businesses!

But – I admit – somewhere along the way I got lost.

  • I’ve become so busy showing Financial Advisers how to create surprisingly successful businesses
  • I’ve become so consumed with coaching Advisers in their transition from commissions to recurrent, sustainable fees
  • I’ve become so excited about coaching and mentoring Advisers in implementing Marketing Strategies to change the face of their business…

… that I’ve lost sight of the reason I started all this!

So, Now It’s Time To Declare What The Adviser Gym and The Soul Millionaire Is Really All About

Yes, we’ll soon be launching a unique programme, delivering a 12 month business curriculum, the likes of which has never been seen in the UK Financial Advisory community.

Yes, we’ll be unveiling websites, masterclasses, videos, ebooks, reports, templates, webinars, teleseminars…The whole shooting match!

I hope you allow them to help you create a small (or large) fortune with your Advisory business!

But here’s what truly excites me about the months ahead…

I’ve Decided That, From Now On, I’ll Only Personally Coach A Certain Type of Professional

That Professional will be the kind of person who wants to do the following:

  • They want to make a profound difference in their clients’ lives
  • They want to leave a legacy, using their business and their professional skills
  • They want to do far more than merely make (a lot of) money
  • Through their business…they want their influence to be felt. An influence for good!

If That’s You… I Hope We Get To Work Together Sometime!

Because I’ll be expanding my team, to create far more online and offline Systems and Tools to help you become far more successful.

If that’s not you… well, there’ll be plenty of material for you to benefit from also.

But, be aware that the very best that we can offer will be reserved for those who see business through similar ‘eyes’ to ourselves.

I’m Determined To Surround Our Company With A Community of Vision and Purpose – Whether Clients or Not

We have a clear mission!
We have a driving, passionate purpose!
All of which will become abundantly clear in the months ahead.

What we’re creating for you goes well beyond ‘Buying something for a dollar and selling it for two’
It’s bigger and more audacious than that!

Not everyone will feel the way that we feel.
That’s good! Because we don’t want ‘everyone’ to join us on the journey!

But, if what I’ve said resonates with you.
If you feel that you’re not like every other Adviser. Well…

I invite you to join us for the ride!

I’d love to hear your comments…


Is It Really Worth Bothering About All This Social Media Stuff?

I Have To Be Honest… 6 Months Ago I Thought That Social Media Was Just A Complete & Utter Waste of Time!

And I know that the overwhelming majority of Professional Advisers still feel the same way.
So… what has changed my mind, in the space of 6 months?
(Because it has been changed. That’s for sure.)

The reason’s simple…. I’d completely misunderstood the purpose of Social Media. The power of Online Communities!
Let me explain…
I thought that the purpose of all this Linkedin, Twitter, YouTube and Facebook activity was to get people to buy services and products from me.
That seems pretty fundamental, doesn’t it?
I mean, why bother to hammer away with online marketing when nobody’s buying?
Life (and business) is far too busy to invest time on ‘chewing the cud’!
And frankly, I wasn’t sure that (apart from teenagers, the desperately bored, the very sad and the geeks) any of my current/future clients would be messing about with ‘tweeting’ anyway!
We’re all far too serious and busy for that!
Eventually, Peter Lisney (My Ever Patient Marketing Consultant) eventually persuaded me to become involved with a-tweeting and all that.
Phil Calvert stirred things up in January with his excellent Financial Service Social Media Seminar.
Then, Thomas Power (chairman of Ecademy.com) recommended a book called ‘Trust Agents’
I ordered it.
I read it.
And I began to ‘get it’!
Thomas recommended a second book, called ‘Engage’
I ordered it.
I read it.
I ‘got it’ some more!
Oh my word! How wrong can you be?!
I thought that my venerable, serious Target Market, would never waste their time with Online Communities.
I was wrong! Horribly wrong!
  • Many of my clients (past and present) – and hundreds in my Target Market – were sharing ideas with each other through the business network ‘LinkedIn’!
  • Last year Facebook (for teenagers?) added almost twice as many 50 to 64 year old visitors as those age under 18!
  • And almost 25% of Facebook’s audience is over 50 years old
  • Time spent on social media is growing at 3 times the rate of overall internet use
  • Online member community activity now ranks above EMAIL!
  • 53% of executives asked in a December 2008 (a very long time ago in internet terms!) said that social media had created a positive impact on their brand
  • 70% of consumers consult online communities (before websites) when seeking information on brands & services. Seventy percent !!!
Ever felt as if you were ‘missing a trick’?
Being left behind?
You might want to start with Linkedin and Twitter
Both are free to join
And signing up is pretty intuitive
(By the way… when you create your profile, I’d suggest DON’T use your logo. People want to see who YOU are!)
But before you leap into a-Blogging, a-Tweeting and a-YouTubing… let me share 3 Golden Rules and Guidelines that I’ve learned from bitter experience…

Golden Rule #1…   Don’t Jump In and Sell!

It’s definitely not about selling!
People aren’t stupid
They hate being sold to
And communities have an incredibly sensitive B/S sensor!
So, if you plow into Linkedin, Twitter, Facebook or YouTube activity trying to flog services and stuff… (bulls and china-shops come to mind)
…they’ll either ignore you, unlink their connection with you or…
Worse still, report you for spamming!
(In which case, you’ll be banished to the darkest corners of the Universe!)
  • First you have to look and listen to what’s going on. What’s being said
  • Then you need to make intelligent, friendly, even humorous comment
  • Next you need to concentrate on building relationships. You know… talk to people… interact with them
  • And do it all with care, empathy, sensitivity

Golden Rule #2…   Become ‘One of Us’

The community needs to learn to trust you.
So you need to appear reasonably regularly (ideally once every day), with something to say.
Don’t take yourself too seriously. Be reasonably open and ‘human’.
Let them get to know who you really are.
Don’t brag. Don’t strut. Just be honest, and let them ‘see’ you.
Share what’s happening in your business
Share successes
Maybe even share small failures
Share frustrating business or personal experiences (that they can easily relate to)
Share (interesting) tidbits of news
Notice that I keep using that word. ‘Share’.
Then start asking questions.
Questions that you might need help with
You’ll be staggered at how many people like to leap in and offer their three-penny-worth (that dates me!) of advice!
Believe me… the community is watching you
The community is definitely watching you
Very closely.
And they’re subconsciously asking “Is this person ‘One Of Us?”

Golden Rule #3…   Now Start Building Influence And Earning Trust

How do you do that?
Well, I’ve realised that one of the simplest (though not easy) ways to do that… is to look for opportunities to help.
… a piece of advice here
… a connection to somebody they might find useful there
… a link to a helpful 3rd party website there.
What I’ve started doing (having connected with the business community I’m trying to serve) is to offer FREE items that I’ve created for my clients:
  • perhaps a booklet on Building A Referral System
  • or a guideline to Effective Business Networking
  • and my favourite… the 79-page IFA Marketing Strategy Manual
But (and this is important…)
  • there’s no hidden agenda
  • I don’t expect anything in return
  • there’s no suggestion of reciprocation!
I’ve just learned that helping – because it’s the right thing to do – is part of:
  • Building Influence
  • Earning Trust
  • Improving Repuation
Now… tell me honestly… wouldn’t you LOVE to do that?
Long before people in your community and/or your Target Market even meet you?!
Well… that’s the point!
Meanwhile, guess what?
Last week I ran my own Internet and Social Media Workshops (with Peter Lisney’s help of course)!
Forty People turned up.
And it went down a storm!
Superb feedback (including comments on Twitter)!

Look below…


…You should have been there!


The ‘Top 2%’ Workshop, That Reveals What 98% of Advisers Simply Don’t (Yet) Understand!

There’s Something That The Top 2% of Advisers & Planners Do As They First Engage With New Clients, Which Creates Enormous Success…

And Leaves The Other 98% Completely Bemused!

And Unless You At Least Understand What It Is… You’ll Forever Lose The Opportunity To Leap From ‘Just-Above-Surviving’ To ‘Explosively-Thriving’!

After 20 years as a Financial Adviser…
After using fee-based strategies since 1990…
After using Cashflow Forecasting since 1991…
After 6 years coaching, consulting, mentoring and training. And…
After hundreds of private coaching sessions and interviews with Advisers and Fee Based Planners…

I’ve discovered that there’s a Common Success-Thread for Financial Advisers that YOU need to know about.

Setting aside the absolutely-foundational need for a cohesive Marketing Strategy for a moment…

The Common Success-Thread is the strategy they use in their early meetings with Prospective Clients

What they do (and what they don’t do!)… How They do it…
And why this escalates their profits, their business value and the quality/consistency of their referrals

… I’ll Share The Answers With You In A Very Special Workshop…

On 28th September (South), and
On 30th September (North).

This Workshop Is Called ‘The Transformational First Meeting’!

Within it, we’ll examine the ‘How To’s’ of those Client Engagement strategies currently termed Life Planning.

And we’ll go way beyond the theory.
Because, you’ll be practicing new skills with your colleagues.

Remember… this is not a Presentation or Seminar!.
This is a roll-your-sleeves up, get-down-to-it Workshop!

I promise you… by the end of the day, you’ll see exactly why the Top 2% of Fee Based Financial Planners have taken their Professional Craft to a completely new level!

You’ll Get To Rub Shoulders With Some Fascinating Adviser Gym Success Stories!

As a guest… you’ll join some of our Adviser Gym Inner Circle Clients on the day.
Clients who have paid up to £10,000 per annum for the privilege of receiving this quality of training and coaching!

Clients like…

Nigel Barker Smith (NMA Cover Star)
“One of The Biggest Influences On My Life!”

“David has been one of the biggest influences on my life, by far!

Our cashflow is more predictable and secure. Our future is more sustainable.  Our local position more dominant.

And we’re making a profound difference in our clients’ lives!”

Nicola Downs
“166% Increase In Recurrent, Predictable Revenue. And A Better Life!”

“It would be easy to point to the financial impact David has had on our business. But that’s not the real story!

The way clients are magnetised by our ethos and culture… my growing ability as a business leader… the quality of internal systems and processes… a better support team… improved clarity of service and communication…

They’re all down to the work I’ve done within The Adviser Gym Programme!”

Andy McLaughlin
“100% Increase In Revenue. 1,000% Increase In Confidence!”

“18 months ago – before I attended my first Adviser Gym workshop – I had reached a point of exhaustion, feeling consumed by my business… and frustrated that clients wouldn’t pay the fees  we felt we deserved.

Now, I’ve doubled my revenue…  and I’m regularly turning away any new clients with less than £1 million to invest!

What’s more,  I’ve released time to enjoy life again!”

Simon Holdsworth
“In 15 Months, Recurrent Revenue Shot From 10% to 50% of My Income!”

“David’s insight and astute analysis of my business helped to drive a massive increase in my predictable revenue… very quickly.

Basically, he helped me to refocus my energy and expertise… improve client relationships… and deliver more of what clients really want!”

 

And these results are not unusual! 

On Top Of That… You’ll Receive A Ridiculously Generous FREE Bonus… 

We’ll Deliver To You The Complete Multi-Media Home Study Version of Our One-Day ‘IFA Marketing Manifesto’ Workshop!

Our clients have valued this Home Study Package alone at £247!
And you’ll receive it as a GIFT!

What Will You Learn In ‘The Transformational First Meeting’ Workshop?

 Well, you’re going to learn a few things that will shake you up, if you’re intent on defending what you think you know!

You’ll learn:

  • Why this has been a much ignored, High Profit secret for decades!
  • Why the typical Fact Find process is such an abysmally ineffective way of starting to work with High Value, High Fee Paying clients!
  • Why ‘caring’ and ’empathy’ by themselves won’t cut the mustard when you’re up against the ‘Top 2%’ !
  • Why your charisma and personality are probably your biggest enemies at this stage of engaging a new client!
  • Why more recurrent revenue goes with the territory when you implement ‘The Transformational First Meeting’ strategies!
  • What the research says about the higher business-sale-value that follows this way of working!
     
  • Why some UK Advisers receive high quality Referrals… before the new client has even ‘signed up’!
  • Why Prospective Clients – after meeting you for just one hour – wouldn’t think of working with another Adviser!Why – within 5 years –                                         

    engaging new clients in this way will be as common practice as charging fees is today!

In Addition To The Intensive Learning Process… Here’s A List of Bonuses You’ll Enjoy On The Day

*     A carefully designed IFA Business Planning Workbook, jam-packed with diagrams, examples, worksheets and templates. A workbook which you can use as a planning tool when you return to the office! 

*     An opportunity to network closely, and share genuine Business Development ideas with our Inner Circle Clients and other IFA Guests! 

*     An activity-packed and memorable day! Arrive at 9:30 am for a 10:00 am start. We’ll finish promptly at 5:00 pm! 

*     Full catering – hot and cold restaurant selection for lunch (none of your tacky cheese sandwiches and chips here!), wicked deserts, danish pastries, coffees, teas, hot chocolate… 

*     An attractive and comfortable venue: 

Tuesday 28th September…
It’s The Donnington Valley Golf Club, Newbury, Berkshire

Thursday 30th September…
It’s The Radisson Blu at Manchester Airport  

Finally. Don’t Forget… You’ll Receive Your Generous FREE Marketing Strategy Bonus… 

When You Get Back To Your Office…

We’ll Cap The Whole Experience, By Delivering Your Complete Multi-Media Home Study Version of Our One-Day ‘IFA Marketing Manifesto’ Workshop!

That’s £247 value!

And it’s our Gift to YOU!

The Question Is… What’s The Investment for Your Guest Seat At ‘The Transformational First Meeting’ Workshop?

We’ve kept the Early Bird Fee to just… £297 (inclusive of VAT) !

That will hold until 6 pm Tuesday 31st August.

But hold on… it gets better! 
It’s only £247 (inclusive) if you’re a member of the IFP or PFS!

Considering what you’re receiving:

  • the Complete Marketing Home Study Bonus Package…
  • the potential impact on your future…

There’s no question… that’s a ‘throwaway’ investment!

So… Why Not Reserve Your Early Bird Seat NOW (while you can)!

To Book Your Place At Newbury Simply Click Here!
(And don’t forget to confirm your full name – and telephone number)

To Book Your Place At Manchester Airport … Simply Click Here!
(And don’t forget to confirm your full name – and telephone number)

 

Better Reserve Your Place – Right Now!

There’s a new breed of Financial Advisers and Planners who will take the future with them in this industry.

The question is… Will You Be Amongst Them?


Is There A ‘Tipping Point’ That Hugely Increases The Fees Clients Will Happily Pay You?

It Won’t Surprise You When I Say “Yes!  There IS One Single Catalyst Which You MUST Know, If You’re To Motivate Clients To Pay You Surprisingly High Fees!”

Oh, I Agree… If You’re Looking For The Silver Bullet To Answer All Of Your Revenue Problems… You Could Be Looking ‘Til Doomsday!

But… When You Add THIS Factor To An Effective Marketing Strategy… Well, This Is The Catalyst That Brings All The Other Components To ‘Boiling Point’!

And I’m not just talking about High Net Worth Clients (whatever that means).

In Fact, When You Get This Right… Even Middle Income Clients Will Pay You Fees That They Otherwise Wouldn’t Have Considered!

If you’ll shelve your disbelief, rationalisations and arguments for a few, brief minutes… I promise you that the video you’re about to see will shift the way you think.

Advisers who have learned to think this way are receiving fees of at least £5,000 per annum per client.

So, may I suggest…

  • You STOP what you’re doing in your Endless Task List
  • You turn up the speakers on your PC
  • And then you learn a principle which has helped some of my clients to DOUBLE, TRIPLE… QUADRUPLE (that’s not a typo) their recurrent revenue in less than 18 months!

(By the way… Don’t you just lOVE the evangelistic pose that YouTube has created for this video?! )

[youtube=http://www.youtube.com/watch?v=TqBp8TQjun8]

When You Combine This Principle With The 10 Strategies You’ll Learn In My Report ‘The IFA Marketing Manifesto’ … Believe Me, You WILL Experience A Quantum Leap In The Fees Clients Will Pay You!


I Was Deeply Mistaken!

In This Era of Killer Competition (Which Will Get Tougher) I’ll Share With You One of The Biggest Mistakes I’ve Made

I Used To Believe The Following Phrases Were Impressive, When Trying To Attract Quality Clients…

  • “Our advanced Professional Qualifications…”
  • “Our combined years of Experience as a team…”
  • “Our dedication to being Client Focused…”
  • “Our superior Service Performance…”
  • “Our superb Reputation…”
  • “Our highly skilled Support Team…”
  • “Our proven levels of Integrity…”

Honestly… if you think for a moment that communicating those virtues will turn your business into a Client Magnet…

Well (as I was) you’re floating in Cloud Cuckoo Land!

Two Problems:

  • Firstly… all of those qualities expressed above are ‘A Given’! They’re not game-winners. They’re merely your entry price!
  • Secondly… in today’s cynical and sophisticated market place, being ‘Better Than’ is simply not good enough! You’ll never stand out from the crowd!

Which begs the question
“How Do I Stand Out From The Crowd?
How Do I Attract All of The Quality, Enjoyable, Profitable Clients That I Can Handle?”

Well. If You Want To Stand Out From Your Competition…
You first need to understand the principles discussed in this Marketing Video…

[youtube=http://www.youtube.com/watch?v=wyuR-1CROQA&hl=en_US&fs=1&color1=0x006699&color2=0x54abd6]

This Is The 3rd Video In The ‘Questions You Should Ask About Marketing’ Series

I promise you… when the light goes on.
You’ll see how life could be so different!


Do This, And You’ll Have Them Lining Up – Eager To Become Your Clients!

My Own Experience Teaches Me This… There Is A Step By Step Template, That Converts Complete Strangers Into Prospective Clients – Desperate To Meet You!

A number of years ago, I inadvertently cracked a key element of the ‘marketing code’.

That is to say, in my own un-strategic fashion, I bumbled into a process which resulted in my Ideal Prospective Clients  lining up, in droves, to see me and my team.

For a period of 2 years, they were doing this at the rate of (wait for it)…

…7 New Prospective Clients every single week!

Did I unearth a long-forgotten Magic Formula?
Did I discover the Client Attraction Holy Grail?
Was I flooding the market with PR and direct mail?

No. Nothing so grand.
It was simpler than that.
So simple, that my concern is (when I tell you) you’re going to dismiss it as being ‘blindingly obvious’.

All I did was observe how people – like you and me – develop relationships. Step by step.

Relationships which progress from Complete Stranger to Loving Friend… and beyond.

Then I replicated that Relationship Process in my business.

The result – to me, at least – was truly astonishing!

What you’re about to see is the introduction to a fundamental marketing concept…

…which I’ve then expanded upon in pages 40 to 45 of ‘The IFA Marketing Manifesto’. A much discussed report which you can get (FREE) from our website www.AdviserGym.com

[youtube=http://www.youtube.com/watch?v=_U0whc2brjY&hl=en_US&fs=1&color1=0x006699&color2=0x54abd6]

As I reviewed this 5 minute video, I thought: “Crumbs! Is that it?!”

Then I remembered… 7 Prospective Clients banging our door down… demanding to see us.

Every week!

Your peer group don’t do this.
So, at this very moment… you have a head start in the profitable game of Marketing!


What’s All This Nonsense About Life Planning?

Does Life Planning Have A Part To Play In The Future of Financial Planning?

One of the advantages of publishing a Blog is that thousands choose to listen to your thoughts and views. Or Not.

Which is useful. Because I admit to having very strong views about this new Life Planning ‘movement’ in the UK!

More than that.
I’m convinced that what I’ll share with you today could cause you to take a long, hard look at your clients. And your business.

I’ll explain what I mean in 3 stages:

  • Firstly, I’m going to ask you to join me in a fascinating emotional journey
  • Secondly, I’ll show you how that journey could impact the way you do business
  • Finally, we’ll face a couple of potentially life-changing questions!

Firstly, I Invite You To Join Me On This Journey…

This journey demands that you set aside any cynicism or skepticism.
These won’t help you, where we’re going.

I want you to imagine…
Imagine a time 30 years ago (yes, I know you’re too young. But imagine anyway!)

You’re working with a teenager who’s struggling with traumatic problems
He’s threatening to unravel and self-destruct.

For many hours you listen to him. work with him.
Sometimes, long into the night.

You’ve a demanding job the next day. But right now, you’re needed.

Now imagine… years later.
The same teenager is a husband and father
He’s a leader in business and in the community.
Respected and loved.

You receive invitations to stay with his family at his lovely home

He introduces his children to see you.
“Girls, this is…”  (You) “He’s been one of my best friends since I was a teenager”

And the cycle starts over again.

Imagine this kind of scene played out many, many, many times. Across 30 years.

In your wardrobe, you keep files of wedding invitations, announcements of births, special events in their lives.

The teenagers are now respected and loved doctors, nurses, teachers, business owners, executives, leaders… mothers, fathers – even grandparents!

From across the globe, their lives are part of yours.

Let’s go deeper still…

Imagine working with, helping, nurturing alcoholics, drug addicts…
(Some recover. Some not.)

Comforting mothers who’ve lost babies…
Children who’ve lost mothers.

There are marriages and families and people that need help to heal.
And there are those who’ve seemingly gone beyond healing.

Marriage problems, debt problems…

It’s your role to work with all of them.
It’s what you’re ‘called’ to do.

Imagine sitting quietly with those approaching the last precious moments of their lives.
Oh my! The things you learn about life!

Then there are the countless weddings, funerals and other life events where you’re called to speak and eulogise.

Finally, after thousands of such experiences. Thousands.
You sit back and ask…

“What Exactly Have I Learned?”

The answer is this…

You’ve learned that ‘working with people’ – including with their money – isn’t about Goals, Objectives, even Values.

You’ve learned that – compared to what you’ve now experienced – such business perspective is (at best) rather trite!

You’ve learned that this is not about logic, or intellect.
You’ve learned that people are driven by complex, deep emotions.

Including their relationship with money.
Particularly in their relationship with money!

You’ve learned that this isn’t just about understanding people’s thinking
This is about understanding hearts and souls.
Going bone deep!

You’ve learned that what might have started out as A Responsibility…
… has now become A Gift.

And what is this Gift?

It is this.
It is the ability to work at a very deep level – with sensitivity and dignity – with another human being.

To gently peel back the layers of acting and facade.
And work with the real person underneath all that ‘stuff’.

And you realise one thing.

Working with fellow human beings at such a level is satisfying and rewarding beyond mere words.

For them, and you, the experience is Life Changing!

“So, What Has This To Do With My Business As A Financial Planner?”

Well, let me ask you this…

If you’d had a decade or more of such experience inside you…
Wouldn’t you wish to apply these skills to working with your clients in your professional role?

Of course you would!

To do less would be ignoring the ability you have to help others see life through new eyes!
To do less would be like sitting at a magnificent feast – and only supping the gravy!

So, this is what you do…

On top of your life experience, you’d layer the sophisticated professional skills of a trained Coach.

Soon, you’d find that it profoundly changes your role as a Financial Planner
More importantly, it profoundly changes how your clients see you within their lives.

They’d realise – instinctively – that the relationship they’re forming with you is unlike any they’ve formed anywhere else in their lives.

They’d realise that something unique is happening.
Both for them. And for you.
The process would be a revelation!

A relationship of deep lifelong trust would have begun!

But You Have Serious Questions And Concerns, Don’t You?

 I can hear them from here.

Question:   “Isn’t this skill just a little dangerous in the wrong hands?”

Of course it is!

The selfish. The greedy. The unscrupulous.
All could use such skills to manipulate.

But, shall I tell you something marvellous?
It’s this…

People have an astonishing sensitivity – antennae, if you like – that warns them when they’re being manipulated.

Question:   “Isn’t this all a bit touchy-feely? A bit American? With religious overones?”

Well, it’s possible that you struggle when dealing with other’s feelings
Maybe you’re scared of finding out what’s going on behind the facade that people present to the world.

But I doubt it!

I ask you. What could be more important than understanding what is truly driving your client to think, feel and act in the way that they do?

This is not about their MONEY, for goodness sake!
This is about their LIFE!

American?!
This is universal.
These are people we’re dealing with. Not automatons!

Religious?

Well, I’ll share this with you…

When someone opens their mind and heart to you in the way I’ve described…
When they trust you with their deepest thoughts and feelings…
This is what you’ll feel…

You’ll feel a profound sense of reverence.
You’ll feel as if you’ve entered an ‘inner sanctum’ of trust.
Yes… you’ll feel almost as if you’re walking on ‘their sacred ground’.

Let’s Conclude By Asking This Question…
What Do I Think About Life Plannning (As It Applies To Financial Planning
)?

I’ll give you 3 answers.

Firstly, if you think that asking your clients about Goals and Objectives (and even Values) is the same as what I’ve described above…
… then you don’t yet know what you don’t know!

There’s a whole new world for you to discover!

Secondly, the use of such professional skills and training is long overdue in a profession which deals with such an important part of people’s lives.

Thirdly, I guarantee this. Once you’ve worked at this level with another person… you’ll never, never want to work in any other way!
It would seem laughable!

I believe this profession is rapidly dividing itself into different camps. (Some will survive. Others will thrive).
Here are 2 of those camps:

  • Those who understand that there’s far, far more to running a successful small business than being a superb Financial Planner. And…
  • Those who understand that – even as a Financial Planner – there’s a question that needs addressing:

“Am I working with my clients?
Or am I working with my clients’ money?”

Both of the above require serious decisions.

That’s what I believe.


This Is How Astute IFAs Consistently Attract All The Quality Clients They Need. Month In, Month Out.

Finally! A Step-By-Step Workshop To Help You Master The Power of Online (& Offline) Marketing…To Build A Unique, Compelling, Profitable Business!

(Hint: If you just read the words in blue… you’ll ‘get’ the whole story in 60 seconds flat!)

  

It’s Not Enough To Have Great Technical Knowledge, And A World-Class Service…
If The Clients You’d Love To Work With, Don’t Yet Know About It!

What the Savvy IFAs – your competitors – have discovered is this.
If you want to develop a compelling, enjoyable, profitable IFA business… there are 3 Truths that need to be grasped: 

  • The Truth That… making MARKETING a priority in your business is no longer a competitive option!
  • The Truth That… using technology – particularly the INTERNET – is central to your sanity and survival!
  • The Truth That… those who succeed quickest, understand BUSINESS Techniques (in addition to Financial Planning)

Combine these 3, and you will:  

  • attract the best clients (and support team)
  • multiply your results and achievement
  • improve your influence and control
  • find greater meaning and enjoyment in your business!

… and ultimately free yourself to enjoy the life you long to live! 

With these 3 Truths in minds…
 


On The 8th And 10th June
We’ll Show You How To Develop Your Own Practical, Step-By-Step, Cohesive Marketing Plan (Including Your Web Strategy)

 So… 

  • If MARKETING – both Online & Offline – is a mystery to you…
  • If you have no cohesive, consistent strategy to attract PERFECT Clients
  •  If you simply don’t see how the INTERNET is supposed to drive High-Quality, High-Paying Clients into your arms…

Then our next Adviser Gym Workshop is definitely designed for you! 


This Workshop Is Called ‘The IFA Marketing Supremacy’!

It’s one of our series of intensive workshops, designed to show our Adviser Gym Clients how to take themselves from Start-Up (if necessary) to…
… a thriving, profitable, enjoyable, time-freeing business.
 

And we’d like to offer you one of the 6 remaining Guest Places. 


Firstly, You’ll Get To Rub Shoulders With Some Fascinating ‘Success Stories’!

You’ll get to meet IFAs. Just like you.
Each one regarding themselves as ‘A Work In Progress’.
 

  • You’ll get to meet those who have doubled their turnover! 

  • You’ll get to meet those who have increased their Recurrent Revenue by 10 times! 

  • You’ll get to meet clients who have moved from attic-isolation to luxurious bespoke offices and loyal, skilled support teams. 

  

Then… You’ll Get To Grab Our Complete One-Day ‘Marketing Manifesto’ Workshop – for a mere £50!

This is the workshop that attracted the most amazing feedback we’ve ever had! 

When combined with ‘The IFA Marketing Supremacy’ Workshop, the ‘Manifesto’ creates a Complete Strategic Marketing Formula.

See Option 2 (Below) For More Details… 


So, Here It Is. Your Invitation To
‘The IFA Marketing Supremacy’ Workshop…
(Choose From 8th or 10th June)

  

 But you can’t afford to procrastinate. 
We’ve only 6 Guest Places remaining!
 


To Multiply The Impact Of This Event On Your Business – We’ve Designed 2 ‘Workshop Packages’ For You !

That’s right. We’ve organised 2 ‘Workshop Options’.
Two ways which will multiply the value you’ll get from the day.
 


Workshop Option 1…  

Normal Price £297 (inc. VAT… so no hidden costs!)
Early Bird Price £247 (inc. VAT)… but only until 30th April!
 

This is your time-limited opportunity to join us for our one-day workshop entitled ‘The IFA Marketing Supremacy’  


To Choose Option 1 (Manchester Airport)
 … Simply Click Here!
(And don’t forget to confirm your full name – and telephone number) 

To Choose Option 1 (Newbury) … Simply Click Here!
(And don’t forget to confirm your full name – and telephone number) 

Workshop Option 2 (For Just £50 More)

(Remember…The Early Bird Rate Ends 5:00 pm Friday 30th April) 

You’ll receive all the benefits of Option 1

PLUS…
We’ll send you the complete Home Study version of the latest ‘Marketing Manifesto’ Workshop!

In the Marketing Manifesto Home Study Package, you’ll discover:

  • The 5 Strategic Marketing Steps that will let you dictate how many clients you attract!
  • How to create marketing material that attracts dozens of Perfect Cilents every year!
  • Why most exercises in Client Segmentation are a waste of time!
  • What Professional Introducers need to know, before they’ll send you their very best clients!
  • How you can convert your clients into Raving Evangelists for your business!

So Why Not Maximise Your Results From The Day! … 

To Choose Option 2 (Manchester Airport) … Simply Click Here!
(And don’t forget to confirm your full name – and telephone number) 

To Choose Option 2 (Newbury) … Simply Click Here!
(And don’t forget to confirm your full name – and telephone number) 

Right now, you’re probably ready to see details of ‘The IFA Marketing Supremacy’ Workshop. Well, here they are… 


As Promised… Here Are Just 12 of The Transformational Lessons You’ll Learn In
‘The IFA Marketing Supremacy’ Workshop…

1)     What Marketing and Client Attraction really means. What it is – and what it isn’t! 

2)     Why Few IFAs understand how to create an Online Marketing Strategy. And why you’ll be different! 

3)     Why Social Media could be a terrible waste of your time… or the most alarming expansion of your reputation you could imagine! 

4)     How mixing Offline & Online Marketing can get so many High Quality, Money Loaded clients lining up to see you, that you’ll need to turn many away (I’m not kidding)! 

5)     How you can tell whether your IFA website is a waste of (very valuable) space. And how you can turn that around! 

6)     Why your Word-of-Mouth referrals might be the biggest barrier to a future of shorter working hours, more income and greater freedom! 

7)     The 3 BIG mistakes that IFAs make when using newsletters as part of their marketing strategy 

8     How to become the Famous Brand in your area with low-spend or no-spend actions! 

9)     What words on your web page will destroy your credibility and drive away your prospective clients! 

10)     How you can use Email Marketing to help you improve client relationships (or destroy them, if you get it wrong!) 

11)     How to convince prospective clients that you’re absolutely the person to see… long before you’ve ever spoken to them personally! 

12)     How you can use technology to help you dominate a market – no matter how tiny your business! 

Frankly, that’s just the beginning of what’s on offer!  

So, what’s stopping you?… 


Go Ahead… Reserve Your Place – Right NOW!
And Select The Workshop Option That’s Right For YOU!

Book Yourself Into…
The Manchester Airport Workshop (Tuesday 8th June), or…
The Newbury Workshop (Thursday 10th June).
 

To Choose Option 1 (Manchester Airport)… Simply Click Here! …£247 (inc. VAT)
(And don’t forget to confirm your full name – and telephone number) 

To Choose Option 1 (Newbury)… Simply Click Here! …£247 (inc. VAT)
(And don’t forget to confirm your full name – and telephone number) 

… 

To Choose Option 2 (Manchester Airport)… Simply Click Here! …£297 (inc. VAT) 
(And don’t forget to confirm your full name – and telephone number) 

To Choose Option 2 (Newbury)… Simply Click Here! £297 (inc. VAT)
(And don’t forget to confirm your full name – and telephone number) 

Remember! There’s Only A Maximum of 6 Guest Places Available Now!
(And 1,000+ IFAs who’ll receive this invitation)
 


Now… I Could List A Host of Testimonials from Clients And Award-Winning Guests Who’ve Attended Previous Workshops.

But To Be Honest, If The List of  ’24 Workshop Outcomes’ You’ve Read So Far Doesn’t Grab You…
Then This Is Probably Not For You!
 


And Here’s A List of Bonuses You’ll Enjoy On The Day

*     A carefully designed IFA Business Planning Workbook, jam-packed with diagrams, examples, worksheets and templates. A workbook which you can use as a planning tool when you return to the office! 

*     An opportunity to network closely, and share genuine Business Development ideas with our Inner Circle Clients and other IFA Guests! 

*     An activity-packed and memorable day! Arrive at 9:30 am for a 10:00 am start. We’ll finish promptly at 5:00 pm! 

*     Full catering – hot and cold restaurant selection for lunch (none of your tacky cheese sandwiches and chips here!), wicked deserts, danish pastries, coffees, teas, hot chocolate… 

*     An attractive and comfortable venue: 

Tuesday 8th June…
It’s The Radisson at Manchester Airport  

Thursday 10th June…
It’s The Donnington Valley Golf Club, Newbury, Berkshire 

 

Better Reserve Your Place and Preferred Option – Right NOW!
(Before the 6 Remaining Guest Places Disappear)

There are entrepreneurial Financial Planners and Advisers, who continue to grow profitably… Whatever the economic or political climate.

How they use both traditional and high-tech marketing methods to consistently attract the quality of client that they love to work with… 

That’s what you’ll learn in ‘The IFA Marketing Supremacy’ Workshop. 

Think about it… But not too long! 


I Look Forward To Being With You On 8th or 10th June!

 

Warmest Wishes 

DaveS


I Could Hear Their Brains Boggling When I Said This!

“Thirty Four!”

“That’s How Many Methods You Can Use To Tell Your Market About Your Brilliant Service!” I Told Our Workshop Delegates.

Thirty Four Ways of Getting Prospective Clients To Aspire To Work With You.
That’s Enough Ways To Boggle Your Brains!

 “How on earth am I supposed to learn all of those?!” You Say.

You’re not!

Because…In this video we’ll start examing the 7 Basic Offline Marketing Strategies which are fundamental. If you’re going to thrive in the years ahead. Seven!

[youtube=http://www.youtube.com/watch?v=zc_fyA5lyzo&hl=en_US&fs=1&]

This Marketing Video Is The 15th In A Series of 20
And Just a Tiny Selection From ‘The Adviser Blueprint Programme‘, Which Will Be Launched Very, Very Soon!


Three More Marketing Strategies To Lift Your Small IFA Business Into The £500k (Plus) Per Annum Bracket!

If You Can Write… If You Can Speak…You Can Develop Your Small Business Into A Magnet For The Quantity And Quality Of Clients That You Really Need!

There Are 7 Very Good Reasons Why The Most Entrepreneurial IFAs Can Attract Exactly The Type And Number of Clients They Desire.

In My Previous Blog, I Explained The First Four.

It’s Time To Reveal The Other Three…

[youtube=http://www.youtube.com/watch?v=TlmxzX04OZU&hl=en_US&fs=1&]

I wonder which of these you’ve put into action?

(This Is Yet Another Extract From The Soon-To-Be-Launched ‘Adviser Blueprint Programme. Watch Out For Your Launch Invitation… Coming Soon)


I Admit, I’ve Made A Big Mistake With My Business!

I Clearly Remember The Moment When I  Received A Phone Call Which Rocked Me Back On My Heels!

Within Just A Couple of Minutes, I Was Starting To Question The Thousands of Hours of Hard, Hard Work I’d Invested In Building The Adviser Gym Programmes and The Soul Millionaire Brand.

Can you imagine how that felt?
Who Could Have Made Such A Phone Call?!

Strangely, the caller was someone I like, respect and trust.
A Financial Planner who possesses both courage and enormous integrity.

He had received a copy of our 79-page report ‘The IFA Marketing Manifesto’
(I have to admit, I’m ‘chuffed to bits’ about this report. And many have provided lavish testimonials, for which I’m grateful)

What Did He Say That Shook Me To The Core?

What he said sounded something like this… “Well, David. This report is interesting. It really is. But I’m disappointed in you.”

(Well, come on! Either you like it; or you don’t!)

Then he continued: “What I want to know is… Where is The Soul Millionaire in all of this? Where are the ethos and principles that make you different? Without that, this is just another ‘How-To’ marketing report?”

What Did He Mean By “Where Is The Soul Millionaire?” ?

If you’ve read the novel – ‘The Soul Millionaire’ – that I wrote in 2005, you’d know what he meant.

You’d know that (with minimal marketing) it shot to Amazon’s Top 20!

You’d know that the novel is not just about the ‘How-To-Make-Your-Fortune’ story that the cover suggests
It’s about how one self-centred, self-obsessed young man learned what life is really all about!
And became not just successful. But incredibly fulfilled and happy in the process.

(What’s more… it’s based on a true story!)

It’s about ‘Making A Huge Difference’
It’s about Contribution
It’s about Leaving A Legacy in people’s lives.

So, What’s That Got To Do With The Adviser Gym Programmes for Financial Advisers?

Those who know me well, understand that I walked out of my full-time Financial Planning role… so that I could build a business dedicated to achieving One Singular Objective.

And it’s this…

The Whole Purpose of The Soul Millionaire Group of Companies Is To Show One Million Entrepreneurs How To Make A Colossal Difference Through Their (Very Successful) Businesses!

But – I admit – somewhere along the way I got lost.

  • I’ve become so busy showing Financial Advisers how to create surprisingly successful businesses
  • I’ve become so consumed with coaching Advisers in their transition from commissions to recurrent, sustainable fees
  • I’ve become so excited about coaching and mentoring Advisers in implementing Marketing Strategies to change the face of their business…

… that I’ve lost sight of the reason I started all this!

So, Now It’s Time To Declare What The Adviser Gym and The Soul Millionaire Is Really All About

Yes, we’ll soon be launching a unique programme, delivering a 12 month business curriculum, the likes of which has never been seen in the UK Financial Advisory community.

Yes, we’ll be unveiling websites, masterclasses, videos, ebooks, reports, templates, webinars, teleseminars…The whole shooting match!

I hope you allow them to help you create a small (or large) fortune with your Advisory business!

But here’s what truly excites me about the months ahead…

I’ve Decided That, From Now On, I’ll Only Personally Coach A Certain Type of Professional

That Professional will be the kind of person who wants to do the following:

  • They want to make a profound difference in their clients’ lives
  • They want to leave a legacy, using their business and their professional skills
  • They want to do far more than merely make (a lot of) money
  • Through their business…they want their influence to be felt. An influence for good!

If That’s You… I Hope We Get To Work Together Sometime!

Because I’ll be expanding my team, to create far more online and offline Systems and Tools to help you become far more successful.

If that’s not you… well, there’ll be plenty of material for you to benefit from also.

But, be aware that the very best that we can offer will be reserved for those who see business through similar ‘eyes’ to ourselves.

I’m Determined To Surround Our Company With A Community of Vision and Purpose – Whether Clients or Not

We have a clear mission!
We have a driving, passionate purpose!
All of which will become abundantly clear in the months ahead.

What we’re creating for you goes well beyond ‘Buying something for a dollar and selling it for two’
It’s bigger and more audacious than that!

Not everyone will feel the way that we feel.
That’s good! Because we don’t want ‘everyone’ to join us on the journey!

But, if what I’ve said resonates with you.
If you feel that you’re not like every other Adviser. Well…

I invite you to join us for the ride!

I’d love to hear your comments…


Is It Really Worth Bothering About All This Social Media Stuff?

I Have To Be Honest… 6 Months Ago I Thought That Social Media Was Just A Complete & Utter Waste of Time!

And I know that the overwhelming majority of Professional Advisers still feel the same way.

So… what has changed my mind, in the space of 6 months?
(Because it has been changed. That’s for sure.)

The reason’s simple…. I’d completely misunderstood the purpose of Social Media. The power of Online Communities!

Let me explain…

I thought that the purpose of all this Linkedin, Twitter, YouTube and Facebook activity was to get people to buy services and products from me.

That seems pretty fundamental, doesn’t it?
I mean, why bother to hammer away with online marketing when nobody’s buying?
Life (and business) is far too busy to invest time on ‘chewing the cud’!

And frankly, I wasn’t sure that (apart from teenagers, the desperately bored, the very sad and the geeks) any of my current/future clients would be messing about with ‘tweeting’ anyway!

We’re all far too serious and busy for that!

Eventually, Peter Lisney (My Ever Patient Marketing Consultant) eventually persuaded me to become involved with a-tweeting and all that.

Phil Calvert stirred things up in January with his excellent Financial Service Social Media Seminar.

Then, Thomas Power (chairman of Ecademy.com) recommended a book called ‘Trust Agents’

I ordered it.
I read it.
And I began to ‘get it’!

Thomas recommended a second book, called ‘Engage’

I ordered it.
I read it.
I ‘got it’ some more!

Oh my word! How wrong can you be?!

I thought that my venerable, serious Target Market, would never waste their time with Online Communities.

I was wrong! Horribly wrong!

  • Many of my clients (past and present) – and hundreds in my Target Market – were sharing ideas with each other through the business network ‘LinkedIn’!
  • Last year Facebook (for teenagers?) added almost twice as many 50 to 64 year old visitors as those age under 18!
  • And almost 25% of Facebook’s audience is over 50 years old
  • Time spent on social media is growing at 3 times the rate of overall internet use
  • Online member community activity now ranks above EMAIL!
  • 53% of executives asked in a December 2008 (a very long time ago in internet terms!) said that social media had created a positive impact on their brand
  • 70% of consumers consult online communities (before websites) when seeking information on brands & services. Seventy percent !!!

Ever felt as if you were ‘missing a trick’?
Being left behind?

You might want to start with Linkedin and Twitter
Both are free to join
And signing up is pretty intuitive

(By the way… when you create your profile, I’d suggest DON’T use your logo. People want to see who YOU are!)

But before you leap into a-Blogging, a-Tweeting and a-YouTubing… let me share 3 Golden Rules and Guidelines that I’ve learned from bitter experience…

Golden Rule #1…   Don’t Jump In and Sell!

It’s definitely not about selling!

People aren’t stupid
They hate being sold to
And communities have an incredibly sensitive B/S sensor!

So, if you plow into Linkedin, Twitter, Facebook or YouTube activity trying to flog services and stuff… (bulls and china-shops come to mind)

…they’ll either ignore you, unlink their connection with you or…
Worse still, report you for spamming!
(In which case, you’ll be banished to the darkest corners of the Universe!)

  • First you have to look and listen to what’s going on. What’s being said
  • Then you need to make intelligent, friendly, even humorous comment
  • Next you need to concentrate on building relationships. You know… talk to people… interact with them
  • And do it all with care, empathy, sensitivity

Golden Rule #2…   Become ‘One of Us’

The community needs to learn to trust you.
So you need to appear reasonably regularly (ideally once every day), with something to say.

Don’t take yourself too seriously. Be reasonably open and ‘human’.
Let them get to know who you really are.

Don’t brag. Don’t strut. Just be honest, and let them ‘see’ you.

Share what’s happening in your business
Share successes
Maybe even share small failures
Share frustrating business or personal experiences (that they can easily relate to)
Share (interesting) tidbits of news

Notice that I keep using that word. ‘Share’.

Then start asking questions.
Questions that you might need help with
You’ll be staggered at how many people like to leap in and offer their three-penny-worth (that dates me!) of advice!

Believe me… the community is watching you
The community is definitely watching you
Very closely.

And they’re subconsciously asking “Is this person ‘One Of Us?”

Golden Rule #3…   Now Start Building Influence And Earning Trust

How do you do that?

Well, I’ve realised that one of the simplest (though not easy) ways to do that… is to look for opportunities to help.

… a piece of advice here
… a connection to somebody they might find useful there
… a link to a helpful 3rd party website there.

What I’ve started doing (having connected with the business community I’m trying to serve) is to offer FREE items that I’ve created for my clients:

  • perhaps a booklet on Building A Referral System
  • or a guideline to Effective Business Networking
  • and my favourite… the 79-page IFA Marketing Strategy Manual

But (and this is important…)

  • there’s no hidden agenda
  • I don’t expect anything in return
  • there’s no suggestion of reciprocation!

I’ve just learned that helping – because it’s the right thing to do – is part of:

  • Building Influence
  • Earning Trust
  • Improving Repuation

Now… tell me honestly… wouldn’t you LOVE to do that?
Long before people in your community and/or your Target Market even meet you?!

Well… that’s the point!

Meanwhile, guess what?

Last week I ran my own Internet and Social Media Workshops (with Peter Lisney’s help of course)!
Forty People turned up.
And it went down a storm!
Superb feedback (including comments on Twitter)!

Look below…

  
…You should have been there!  


Is There A ‘Tipping Point’ That Hugely Increases The Fees Clients Will Happily Pay You?

It Won’t Surprise You When I Say ”Yes!  There IS One Single Catalyst Which You MUST Know, If You’re To Motivate Clients To Pay You Surprisingly High Fees!”

Oh, I Agree… If You’re Looking For The Silver Bullet To Answer All Of Your Revenue Problems… You Could Be Looking ‘Til Doomsday!

But… When You Add THIS Factor To An Effective Marketing Strategy… Well, This Is The Catalyst That Brings All The Other Components To ‘Boiling Point’!

And I’m not just talking about High Net Worth Clients (whatever that means).

In Fact, When You Get This Right… Even Middle Income Clients Will Pay You Fees That They Otherwise Wouldn’t Have Considered!

If you’ll shelve your disbelief, rationalisations and arguments for a few, brief minutes… I promise you that the video you’re about to see will shift the way you think.

Advisers who have learned to think this way are receiving fees of at least £5,000 per annum per client.

So, may I suggest…

  • You STOP what you’re doing in your Endless Task List
  • You turn up the speakers on your PC
  • And then you learn a principle which has helped some of my clients to DOUBLE, TRIPLE… QUADRUPLE (that’s not a typo) their recurrent revenue in less than 18 months!

(By the way… Don’t you just lOVE the evangelistic pose that YouTube has created for this video?! )

When You Combine This Principle With The 10 Strategies You’ll Learn In My Report ‘The IFA Marketing Manifesto’ … Believe Me, You WILL Experience A Quantum Leap In The Fees Clients Will Pay You!