The blog
Tips & behind the scenes
Marketing tips, how-tos and the odd peek behind the scenes.
✦
Client Communication
Two Buyers Who Want the Same Property
How real estate agents should run a fair, transparent process when two buyers want the same property. ✨
Read →
✦
Client Communication
The Vendor Price Conversation: Underquoting Risk and Unrealistic Expectations
How real estate agents can handle underquoting risk and vendors who won't budge on an unrealistic price. 🚀
Read →
✦
Client Communication
The Couple Who Disagree About Money in the Same Meeting
How financial planners can stay neutral and useful when a couple starts disagreeing about money mid-meeting. 🌴
Read →
✦
Client Communication
The Client Who Wants to Chase a Hot Tip Against Advice
How financial planners should respond when a client wants to chase a hot stock tip or trend against...
Read →
✦
Accounting Firms
The Client Who Wants to Expense Something They Shouldn't
The script for when a client wants to claim a deduction that doesn't stack up — without lecturing...
Read →
✦
Accounting Firms
The Client Who's Always Late With Their Paperwork
A simple system for the client who's chronically late with receipts and records — without an awkward confrontation...
Read →
✦
Accounting Firms
How to Talk to Clients About Raising Fees Without Losing Them
The script accounting firms can use to raise fees without triggering a wave of client departures. 📈
Read →
✦
Client Communication
Handling the Client Who Wants Daily Updates on a Slow-Moving Matter
A simple update cadence that satisfies an anxious client without you writing an email every single day. 🤍
Read →
✦
Client Communication
The Prospective Client Who's Already Spoken to Three Other Firms
What to say when a prospective client mentions they've already spoken to two or three other firms —...
Read →
✦
Client Communication
How to Handle a Client Who Wants to Settle Against Your Advice
The script for when a client wants to settle against your advice — how to document it properly...
Read →
✦
Customer Service
The Inbound Enquiry Response Script Every Small Business Should Have on Hand
An adaptable 4-part script — acknowledge, qualify, set expectation, next step — for enquiries by phone, text or...
Read →
✦
AHPRA
How to Build a Patient Referral Program for Chiropractic Clinics
A three-checkpoint referral program timed to chiropractic care plans, kept fully separate from review requests. 🚀
Read →