Build a business that makes you proud


Get more people acting on your advice without being overwhelmed



Here’s a short video (just a tad over 2 minutes) with one practical idea to help you grow.

I’ve also included the written version if you prefer to read it.

Give it a go – and make every minute count!

In today’s video, I share a simple way to help clients digest all the important information they need to know so they willingly act on your advice. 

One of the best lessons I’ve learnt is that, if you want someone to understand something that they don’t know, or they don’t know very well, then it’s important that you break it down into bite-sized chunks rather than just dumping it all on them one in one go.

Because I don’t know about you, but if something comes to me, and it comes in a big, huge amount of content or information, what it tends to do is overwhelm me.

And when people are overwhelmed, you know what they do, they do nothing, or they walk away.

And when it comes to financial advice, a lot of people haven’t had the experience of having an adviser in the past.

So, when they sit down in those first couple of meetings it is seriously overwhelming.

So. think about ways that you can break down some of your communication into smaller, kinda’ like bite-size pieces, but where it is more manageable for someone to understand what that little bit is before moving on and understanding the next piece.

And this is with anything you do, so maybe some of helping them understand about financial advice might happen before they met you. 

Then there might be some education within that first meeting, but then you might provide some more education after that first meeting. 

And the beautiful thing about doing this is today there’s so many options for how you can do that.

Options using technology, options using video, exactly like what I am doing today.

So, if you are talking about something bigger and spooky, maybe after that meeting, send that little video with just that little snippet of “this is what I was talking about”.

Maybe you can send a little infographic, maybe even just a little email.

Whatever it is, break it down, and make it so that when you’re telling someone something, tell them in smaller bite size pieces.

You’ll be amazed at how much more able they will be to understand what’s really going on.

And that’s a big big step when it comes to helping people understand the value of your advice

Okay, so whatever, you do with that, Make It Count.


Leave a Reply

Your email address will not be published. Required fields are marked *

6 + 19 =

Do you want practical insights direct to your inbox, to:

Be a more Valuable Professional

Build a more Valuable Business/Career

Live a more Valuable Life

  • This field is for validation purposes and should be left unchanged.

We’re almost friends…

Before it’s official, please can you check your inbox and confirm we’re doing this.

Then we can be friends forever (hopefully)