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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'...

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...

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...

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...

Want to reduce your compliance burden? You can reduce manual work and avoid inefficiency to be able to make your business grow. Discover more about it now! Check out my...

I've had one of those weeks where the same damned thing kept happening. First time, I was in a session working on a service/ pricing model build with a team of brokers....

I'm just a few short weeks from our next two day Excelerator and we've almost closed off our Leveraged intake so I can put the final touches to the session. It's about...

It's the Advice Marketing conundrum. You want leads. They need advice. Why doesn’t it all just come together? Of all the problems most advisers, accountants and...

I’ve got a big question, and it needs answering. See, this is one of those articles where I’m trying work my way through one of those, “Why the hell do we...

If part of the value of your advice lies in having an objective third party look at things without the emotion, and you don’t follow that advice yourself, why should...

Charles Revson, one of the founders of Revlon, knew the difference between marketing and sales, and nailed it in one sentence. “In the factory we make cosmetics, in...

Do you want to know the fastest strategy to scale your advice firm? Increase your fees. It’s so blindingly obvious to me, and kind of ironic that with so many firms...

Is it just me or does the average advice professional have a total love/hate relationship with referral partnerships? One Vanguard study I read whilst prepping our two-day...

If you’re an adviser, broker, senior accountant or other “front stage”, client facing member of a team responsible for delivering face to face value and...

Imagine you’re a business offering a service that 85% of the market don’t seem to want. That’s not great. It’s also not terrible. 15% market share...

So I’m not a “get mad” kinda person, and certainly not in a professional sense. This question though had me simmering in my own juices all the way over...

“We’ll build you a website that converts”, goes the promise. “Fantastic”, goes the voice in your head, “If I can get a great website...

Have you ever had one of those LinkedIn messages from someone you don’t know inviting you to connect? You have no idea who they are, but “what the heck”,...

One prospect wants your advice like a thirsty man in a drought. Another seems completely uninterested despite the financial mess you can see they are in. Same approach....

Steve Jobs was once quoted as saying, “We hire smart people so they can tell us what to do” If you’re a cutting edge, global tech leader with deep...

If you have targets to hit before Christmas and you’re looking for the path of least resistance from a marketing perspective, give me three minutes and I’ll...

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,...

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...

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...

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...

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...

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...

“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...

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...

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...