You’ve finally found that strategic partner who is going to be perfect.

The clients they work with are almost exactly the ones you can help best.

You get on with each other, and what’s more it almost feels like you’re building totally congruent businesses, only in different...

Am I giving too much or too little effort for my marketing plan to succeed? If you ever asked yourself that, then this video is made just for you.

Check out my new Vlog: The Funnel of Patience

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Much effort has been invested in LinkedIn and facebook advertising by many advisers over the past few years.

The ROI on that effort though, for the most part hasn't been so easy to come by.

There's a reason for it though, and I'd love to share some of the common misconceptions I see in this...

This blog was first published in Robeco Australia’s Insights newsletter, a monthly smorgasbord of advice-related content from one of the world’s leading investment engineering firms. To check out other great content that’s been produced for Robeco since this article...

I had an experience last month that left me furious, yet more determined than ever.

It revolved around an adviser, the kind that should no longer exist in our world.

Let me explain.

About two weeks ago I got a call from a family member. He’d sought out advice from a friend of 30 years...

You’ve just nailed your latest appointment. Your newest clients-in-waiting are on board. They see the value of the advice you’re providing. They’re clear on the costs and the process. Their financial problems are on the verge of being dealt with. All that remains is a...

I've just joined a new gym - Virgin Active in Moore Park. It's a big, shiny, amazing facility that makes me want to go there even when I'm not exercising.

As part of my package, I got 4 sessions with a personal trainer, Laura. As she put me through my paces (lots of bear crawls - I hate bear...

Some time ago, I decided I wanted to greatly enhance my sales ability. I believe selling (stuff, ideas and yourself) is an important life skill everyone needs, especially business owners and entrepreneurs.

Many of the best techniques I researched revolved around the art of questioning....

Recently I joined a coaching group. I was impressed by their IP, wooed by their style and eventually made the decision to join their group workshop program. The fee was reasonably decent, but I figured that what I could do with what they taught me, and the outcomes I could help my clients get as...

Those who read the last edition of The Finnovator (and downloaded our 9-Step First Appointment tool) will know that I've been doing work recently on first appointments.

Specifically, it's been about making sure when you get to the stage of meeting with a client, and it's the right client for...