Advisers who want to wow their clients are increasingly using technology to help do it. This includes embracing innovative ways of demonstrating key concepts using interactive visual tools, such as presentations, mindmaps, calculators and lots more. However, sometimes the best planned engagement methods can be waylaid when you don’t have access to a projector or […]
[View Post]Professionally non-PC – can advice businesses really go Apple?
A year ago ago, I made the jump across to Apple, with my first MacBook Pro. Since then, I’ve been asked a number of times whether it’s realistic for advisers to do the same in an industry that intrinsically favours Windows. The answer is I believe it, and it’s probably a better solution. To give […]
[View Post]What’s your bigger-than-you reason?
I recently invited several successful tech-entrepreneurs to a workshop to critique a business I’ve been working with as an investor. The day was full of insightful feedback and heated discussion, as you’d hope for when bringing together strong-minded business people with a record of success. One comment, made early in the day, stuck with me. […]
[View Post]Rise of the iAdviser
I recently wrote an article for IFA about how some of the more innovative business I see and work with are leveraging technology. I’m a huge tech fan so it made sense to turn the focus on the potential efficiencies that professional services firms are gaining from being the same. The article can be read […]
[View Post]Eleven habits of successful first appointments
I’m lucky enough to be able to bear witness to a number of advisers who are very good at engaging new clients. Here’s just eleven of the most pertinent habits I see them consistently apply. 1. Clients’ impression of your business is formed the moment they type a name into Google, and reinforced at every […]
[View Post]How To Go From 0 To 67 Clients In 13 Months
For a couple of years now, I’ve been meeting regularly with Scott Dawkins of Griffin Financial Services. Those of you who attended Elev8 recently will know that Scott was one of our speakers, and told an amazing story about WHY he does what he does (those of you keen to learn more about the involvement in CanTeen Scott spoke about […]
[View Post]On the Y Front
I recently published an article via the IFA blog all about the growing number of advisers who are beginning to target Generation Y and how they are doing it. Businesses who are choosing this route believe it presents a huge market of opportunity , but targeting them requires a different approach. I’d be keen to […]
[View Post]9 ways to make 2013 your best year ever
1. Close your eyes and visualise yourself in a helicopter hovering over your business. Take note of what you like and what you don’t, then decide what you will do in 2013 to change things. 2. Invest some time working out why you’re doing what you do. When you deeply understand your why and want […]
[View Post]Facebook’s First Accountant
Who was facebook’s first accountant? What did he make of his new clients, asking him to set up appropriate structures for a business based on some strange concept of a people directory? Did he see opportunity, or did he simply see a client who probably couldn’t afford to pay much? Did he take them on keenly, or did […]
[View Post]Three Things….with James Williamson (Millhaven Financial)
Great ideas are more numerous than many think. Recently I’ve taken to asking clients to tell me three things exciting them in their businesses right now. It’s part of a new video blogging series, to find out what practical things advice businesses and others in our industry are doing to prosper. To start the series, Elixir client and Millhaven […]
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