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I was asked a question recently whilst giving a short interview for FPA Money & Life on the impact of COVID on advisers. I think it's impossible to look at the impact...

This is possibly the most important message I want to share via the blog this year. It's been a long, long damn year. I've had times this year I've felt drained, empty, out...

"Goals conversations" should be easy... and this blog I'm hoping I'm about to make it really easy. Some time ago, a family member of mine went to see an adviser,...

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...

  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...

  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...

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...

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...

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...

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...

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...

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...

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...

  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...

  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....

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...

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...

  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...

  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...

  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?...

  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...

  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...

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...

  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...

  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...

  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...

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...

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...

  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...

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...