Opinions about how to build an advice value proposition are a bit like spleens.
Every has one, but not many people are expert enough to tell you how they really work.
Ok, so it’s not my best analogy, but here’s the important bit…
It’s not whether it sounds good, looks...
Another thing we spoke about is getting confident out there. And one of the challenges is of you trying to create content, it can be time-consuming right? But, I’m guessing every day, every week you probably read a bunch of great stuff. You read this article, you read that...
I’d love to share more about the flaws in the way many advice firms approach their service offers, and the tweaks that can be made to turn them into something more progressive and better aligned with the expectations of clients in the digital age
In doing, hopefully it’ll provide more...
Today, I want to talk a little strategy for approaching potential strategic partners which flips the traditional model on its head and actually has a higher success rate.
Here comes the reverse audition.
One of the gentlemen I have an opportunity to meet with pretty regularly is Paul Feeny....
There’s a saying I love to share when it’s appropriate.
“Learning is a spiral. Mastery requires deep, repeat practice”
Martial artists will get it immediately. Those who know Mr Miyagi’s “wax on, wax off” scene may also identify.
It’s the idea that...
Let’s talk about the first 90 days of a client’s life in your business.
How important are those first days to the relationship? How important are they to future efficiency? How important are they to your long term success, and to the success of the client?
What’s your answer?...
“So Mr/ Ms Adviser, let me just clarify this a little”
“If I understand right, the level of service I’m going to get is defined by how much money you receive from me, is that right?“
“So my question is; how exactly does this relate to what I actually...
Hey there, my progressive financial coaches out there.
Love your work. Keep doing it and finding ways to make it more efficient, more automated and more cost effective.
We need you to change the way people feel about the ‘b’ word.
Quick question though.
It’s about that...
If you’ve been working in advice for more than ten minutes, you’ll have probably been taught to offer a free first meeting.
I won’t beat around the bush on this.
No-one wants your free first appointment.
If you genuinely don’t agree, go create a facebook advert offering...
Most successful people don’t burn themselves from too much work. They go out, enjoy and try a different environment.
Discover here reasons why you have to release and recharge to be able to boost productivity!
Check out my new Vlog: The Release Valve.
If you want to go faster contact...
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