NEW pricing models.
NEW marketing methods.
NEW communication mediums.
NEW service offerings.
NEW client engagement methodologies.
NEW advice tech.
NEW ways of working.
NEW resourcing options.
NEW productivity challenges.
Understand what you do and why it matters.
Buy into working with you and commit.
Are happy to pay your fees without question.
Allow you to do what you love most of the time.
Further pressure on profit margins
Falling business valuations.
...you feel your business is heading in the wrong direction, guided by forces that you know aren't right for you or your clients.
...you're asking whether starting again from scratch, wiping the slate clean and reinvent is really the right choice...
...you know deep down in the part of your gut that only communicates with you in feelings you're on the wrong path.
...you know there's a decision you need to make, but worried what might be on the other side of that decision.
Advisers & Accountants
Brokers & Coaches
Large & Small
Urban & Regional
Specialist & Generalist
Established & Growing
Time is the only thing we can't buy more of.
If you're an adviser, accountant or finance professional you know better than most how hard it can be to find time to focus on what matters... which is why I wanted to share with you my...