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Practical insights to help run a better advice business.

 

Working Remotely

  If your inbox is anything like mine, by now, you'll have received all sorts of communications from all sorts of companies, telling you about their response to the...

The Lifestyle Benchmark

One of the big, big mistakes I often see advisers fall prey to is trying to solve problems with tech as a first resort and in one area in particular. In this blog I'll...

The Client Experience Opportunity

  It used to just be three propositions: price, quality, and convenience...   You could have it cheap and fast, but it wouldn't be good.  You could have...

The Best Money Movies Ever?

  I've been meaning to share this post for a while now. Some of you will already know, I'm a huge film fan. There's something deeply satisfying about watching a...

3 Step Meeting Process

  When it comes to engaging new clients, everyone has their own way of doing it, and the number of meetings involved is one of the most common variable. The truth - or...

More Content, Less Effort

When I talk to advisers about content marketing, invariably the topic of frequency comes up. "How often do I need to share something?" My personal opinion is...

Macro Don't Matter & Multiples are Misguided

I want to share something about some concerns I've heard lately about falling business valuations, and why I think often it's misguided. Chris...

Which Lead Magnets Work for Advice

  I'd like to share one thing I consistently see missing from most adviser's websites that literally negates most of the point of having one in the first place, and...

Keyboard killed the dictation star (but why?)

How would you feel if I had a magic wand that could literally save hours in your week? Would you let me wave it? More importantly, what would you do with the time...

Articulating the Value of Your Advice

I want to share with you another gem that I've learned that makes transition conversations easier and many program members tell me is one of the most valuable elements of...

3 Steps to rapid progress

Many years ago, I became intensely interested in the stages people go through when faced with a negative life event. Death is the obvious one. Serious illness is...

I Hate This Question

Have you seen the movie version of Jordan Belfort's book, The Wolf of Wall Street? Memorable, right? Not just because it holds the records for the most frequent use of...
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