The Strong Correlation between FASEA and Anonymous?

Nov 21, 2018

My colleague and friend Steve Crawford likes to tell it like it is.

I don't always agree with everything he says, but I respect the fact that he believes in what he's saying and is willing to say it out loud. It comes from a good place.

If you don't know Steve, you can find out about the amazing...

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The small stuff at the start

Nov 04, 2018

Is it a human thing to notice the small touches or just some of us?

I remember walking into a clients office for the first time and being blown away by the simplest of things.

The person behind the reception desk - it was one of those tall desks that means you can only see the eyes of the...

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The Information vs Action Paradigm

Nov 02, 2018

In the last two years, 90% of the information created since the beginning of time was created, to me, that's mindblowing.

Elon Musk was recently interviewed by Joe Rogan and he put forward an interesting point.

Every human being with a smartphone is now a cyborg (human/ robot hybrid). In essence,...

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5 Step Escalation Process

Oct 25, 2018

I’d like to share with you five step tips for getting clients to move more quickly through your engagement process, from first appointment through to delivery of advice, thereby adding velocity to your pipeline.

One of the things I often do with businesses who have issues with efficiency or...

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Using Digital Writing Tools

Oct 11, 2018

Do you use or like the idea of using visual tools in your client engagement to help with communicating your advice?

If so, I'd like to share a little of what I've learned from three years of using them and working with advisers who use them.

Each month I get at least 2 or 3 questions from...

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NAIL YOUR VALUE PROPOSITION BY TALKING TO YOURSELF

Aug 30, 2018

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 principles of becoming prolific when it comes to content marketing.

The story I have today came from a discussion about...

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THE 3 BIGGEST SERVICE OFFER MISTAKES ADVISERS MAKE

Aug 29, 2018

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 awareness (fear?) about whether they're getting what they paid for.

I ran a live training session last month with our program...

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YOUR ADVICE MANUAL

Aug 23, 2018

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 additional important thing.

A Manual.

It's implied that in helping you and I extract full value from our purchase, there's an...

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THE LOWDOWN ON WORKFLOW AUTOMATION

Aug 16, 2018

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' phone number I know is my wife's, and I think that's because I knew it before the age of the smartphone.

If we each had to...

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3 GREAT QUESTIONS FOR GETTING GREAT LEADS

Aug 09, 2018

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 they do"

Sometimes it's easy to assume that the person asking questions is the non-expert. What I've seen more often that...

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