Business Growth

Financial advisers who need more clients need to be better marketers than salespeople in today’s environment.  For most that means they probably need new, or more, skills.  Not more technical skills; more commercial skills. While financial advisers have been figuring out how to get ever-more-compliant and deliver yet-more-paper over the last few years, consumers have […]

Vision is the thing that initially drives all progress.  Somebody’s view of how something can be…will be….is the catalyst for achievement of great change. Who will ever forget  the power of one mans vision: “I have a dream….”? His vision of how the world could be. Should be. Would be. One day. But what was […]

Clients often want advisers to deal with just one element of financial planning…their current “burning issue” that triggered the need for advice to begin with.  Getting them to engage in full advice can be tough and they need to understand what you CAN do for them, and where your knowledge and skills can make a […]

When it comes to building something to last the ancient civilisations can teach us a thing or two.  Anybody who has had the privilege of seeing the Great Pyramids up close will recall how perfectly symmetrical and “in balance” they are from a distance as you approach them.  When you are right there at the […]