Relationships are the foundation of ‘sticky business’

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For decades commencing in the 1980s, life companies and more recently regulators have been obsessed with finding ways to displace the role of the adviser as the ‘glue’ that connects the consumer to the institution. It first started at the height of the Readers Digest era when direct mail suddenly became flavour of the month by a

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Reassure clients by dealing with the now and preparing for the future

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Although many professional advisory businesses are facing a tsunami of unprecedented challenges as a result of the economic impact of the coronavirus, it’s imperative not to lose sight of the fundamentals that begin with reassuring clients. As usual in situations such as this, accountants, financial planners and legal firms found themselves dealing with a deluge

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The importance of business brands in the digital media era

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There are many business owners that believe brands will become less important as technology, social and digital media rapidly marches forward. Joe Perri, principal and founder of Joe Perri & Associates says these people will be disappointed. In fact, Joe Perri maintains that the business brand will become even more important in the digital /

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