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Practical insights to help run a better advice business.

The "Can We Make The Invoice Out To......" Conundrum

This may not be popular with some of you, but I'm okay with that. The only person paying to improve your business is you, and every time I hear of an adviser looking to his...

The Art and Science of Making Great Decisions

  When do you make your best decisions?   If you're like most people I know, it's probably when you're not under pressure, or when things aren't too...

The Missing Link: Why every advice firm needs a lead magnet

  Imagine for a minute that 98% of people who visit your website aren't ready to book an appointment with you. As far as the data goes, I might even suggest that...

The 3 Roles

There are three roles a practice needs to cover to grow and become efficient, and profitable. This Friday, I'm going to be sitting down with Angela Laughlin of BBB Partners...

The Time Lie

This conundrum was introduced to me by a coach whose identity I, unfortunately, can't recall. If you know who it is, let me know so I can attribute. "Time is...

Black Book Content Marketing

Earlier this year, whilst researching a session, I came across an article in IFA that nearly made me fall off my chair. (That's not true. My bum never even looked like...

How one bad hire cost $250k

In 2012, one of my clients hired poorly and it cost them $250k. That's not an exaggeration either.  When he and I sat down to work it out, we itemised all the...

How pre-meeting questionnaires may be costing you clients

I want to share a quick personal experience, and why I think it's hugely relevant to any of you playing in the digital marketing space. Last week, I popped out at...

My epiphany, and the 5 truths about results

I'm sitting here in the office. It's late at night. I've been working on the content of our new program HelpBot, and suddenly wrote something that inspired me. Like many...

Fox & Hare and why learning never stops

In May 1989, Manchester band The Stone Roses published their self-titled debut album to widespread acclaim. The album - which sold 4 million copies at a time when...

The Tech Lie You Don't Want To Fall For

  Tech won't solve your problems. There isn't an app for that. To those who've heard me say this, you may know what's coming. For others, this may be the...

The Website Mistake Many Advisers Make

  As a business coach, I never saw myself designing websites. I was happy to work with clients on how a website should form part of their digital engagement strategy....

What Advisers Told Us About Transitioning Licensee

Our recent Masterclass - Licensee Transition - was an absolute doozy. Knowing the interest in the topic, I wanted to share a summary of the conversation.It's not...

Is Your Business Template Ready?

Four years ago, Dean Holmes had an idea. He'd already built a successful business - Absolute Wealth - providing highly personalised, holistic advice to a market...

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...

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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