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Practical insights to help run a better advice business.

 

NAIL YOUR VALUE PROPOSITION BY TALKING TO YOURSELF

A good friend of mine once told me that each and every meeting with a client should provide you with a story to tell. He’s absolutely spot on, and it’s one of...

THE 3 BIGGEST SERVICE OFFER MISTAKES ADVISERS MAKE

Right now the lens is on a few things in our industry. Service offerings are one of them. I don't think it's all bad, but it's definitely got many in a high state of...

YOUR ADVICE MANUAL

Most of the time you make a major purchase - be it a car, computer or something else that requires you to know how to use the thing you've bought - you also get given one...

THE LOWDOWN ON WORKFLOW AUTOMATION

I'm terrible at remembering phone numbers. By the time I've reached the sixth or seventh number, I've forgotten the area code. I'll be honest - the only other persons'...

3 GREAT QUESTIONS FOR GETTING GREAT LEADS

There's a quote I absolutely love, from Malcolm Forbes (of Forbes magazine fame, amongst other things). "The smart ones ask when they don’t know. And, sometimes, when...

WHY YOUR INBOX ISN’T YOUR FRIEND

What was the very first thing you did when you started work this morning? Not coffee, or the conversation you had, but the moment you thought to yourself, "Now I've...

BILL GATES DON’T DO PEOPLE, DO SYSTEMS

A few years ago I was given this golden rule of thumb when meeting business principals. If we meet in their office and I get the tour, things are good. If we meet at a...

4 IDEAS TO REDUCE YOUR COMPLIANCE BURDEN

Want to reduce your compliance burden? You can reduce manual work and avoid inefficiency to be able to make your business grow. Discover more about it now! Check out my...

THE DANGER IN SKIPPING STRAIGHT TO IMPLEMENTATION

I've had one of those weeks where the same damned thing kept happening. First time, I was in a session working on a service/ pricing model build with a team of brokers....

7 SECRETS OF ACQUISITION SUCCESS

I'm just a few short weeks from our next two day Excelerator and we've almost closed off our Leveraged intake so I can put the final touches to the session. It's about...

THE NEW ADVICE MARKETING CONUNDRUM

It's the Advice Marketing conundrum. You want leads. They need advice. Why doesn’t it all just come together? Of all the problems most advisers, accountants and...

THE END OF THE “ANNUAL” REVIEW

I’ve got a big question, and it needs answering. See, this is one of those articles where I’m trying work my way through one of those, “Why the hell do we...
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