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Practical insights to help run a better advice business.

The Power of Refinement

    One of the focus concepts in my business plan for the year is "refinement".   I've adopted because of how powerfully it reminds me to make sure I'm doing...

Engaging new clients like a doctor

    A doctor doesn't worry about building rapport. They may be friendly, but they're not there to try and be a friend. A doctor doesn't have to earn your trust....

Why prepping before new client meetings may be holding you back

    Many years ago I set myself the simple goal of being able to run a coaching session at the drop of a hat.   Until then I'd spend hours preparing each...

How to trim your first appointment

    Early last year I wrote a blog sharing my experiences of running a live event at Bridgeclimb in Sydney and what it taught me about the power of client...

Nailing Goal Conversations

"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,...

THREE QUESTIONS TO HELP YOU MASTER YOUR FIRST APPOINTMENT

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...

4 COMMON FIRST APPOINTMENT MISTAKES

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. ...
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