The last guide to client engagement, retention and satisfaction you’ll ever need.
40 wicked tactics to save advisers 10+ hours per week
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Feb 05, 2020
3 Step Meeting Process
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Dec 18, 2019
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Practical insights to help run a better advice business.
The Strong Correlation between FASEA and Anonymous?
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...
The small stuff at the start
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...
The Information vs Action Paradigm
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...
5 Step Escalation Process
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...
Using Digital Writing Tools
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...
NAIL YOUR VALUE PROPOSITION BY TALKING TO YOURSELF
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 3 BIGGEST SERVICE OFFER MISTAKES ADVISERS MAKE
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...
YOUR ADVICE MANUAL
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...
THE LOWDOWN ON WORKFLOW AUTOMATION
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'...
3 GREAT QUESTIONS FOR GETTING GREAT LEADS
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...
WHY YOUR INBOX ISN’T YOUR FRIEND
What was the very first thing you did when you started work this morning? Not coffee, or the conversation you had, but the moment you thought to yourself, "Now I've...
BILL GATES DON’T DO PEOPLE, DO SYSTEMS
A few years ago I was given this golden rule of thumb when meeting business principals. If we meet in their office and I get the tour, things are good. If we meet at a...
