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Practical insights to help run a better advice business.

 

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...

What To Do When There's Too Much To Do

Dear Adviser, Apologies for the impersonal nature of the intro, but this is something I still wanted to try and address on a more 1-to-1 level, and implore...

The Trouble With Pricing Risk

    I'm going to tread very carefully with this topic...   Whenever there are times of change (particularly when it's not absolutely clear whether the...

Is the answer to demotivation really about finding the "WHY"?

    I want to share a little story about a recent conversation I had with ChiÄ“f Brabon from the 'Original Boot Camp'*.   Those who came the last Excelerator...

The 5-Step Escalation Process

    Quicken the process from first appointment to advice delivery & your business getting paid.     In coaching...

The 5 Challenges in Marketing Advice

If you've been marketing advice for more than a period of time, you'll probably know it's not the same as marketing widgets.   Often people hit these barriers because...

How 8 hours can change your AFSL

 6 min read.   By Andy Marshall* What type of AFSL, what type of business would you have if you were able to free up 8 hours a week?   It seems the answer is...
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