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Practical insights to help run a better advice business.

 

How to Nail Your First Contact

  A while back I was introduced to a way of engaging clients in an initial phone conversation that absolutely *clicked* for me. So, I took the core of...

When You Don't Ask

  Last month we ran a quick survey. We wanted to find out what you, our dear blog readers, thought about coaching One response stood out. I want to share it...

Communication In A Crisis

  Today's blog is incredibly short and focused on one simple question.   What have you noticed about how we're being communicated with since this began?...

What a difference a fortnight makes...

  Like most of you. I feel like my feet haven't touched the ground. It's hard to think that just three weeks ago, I was planning a trip down to the South Coast with...

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...
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