Talk is cheap…but the returns are fantastic

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Word-of-mouth remains the best marketing professionals can use, or get. The next best is “talk”.  Talk to clients and prospects directly.  One-to-one…actually spending time communicating directly with each other…voice to

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Is acquisition, or merger worth It?

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Many firms facing increased overheads and infrastructure costs in the next few years are considering acquisition or merger strategies as a survival or growth strategy. Generally there appears to be 

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The 4 key levers that create great capital value for an advisory firm

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Creating great capital value for a professional services firm is usually one of the owners primary objectives as they more often than not see their business value as a critical

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Why settle for average Adviser performance when you could be outstanding?

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Advisers frequently settle for being average, and it is definitely not because they want to be average but because they don’t really know what it takes to elevate their performance

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It is okay to be profitable

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The first rule of business is “be profitable”, and that is a concept which appears to cause industry stakeholders some issues when it comes to judging financial advisory firms. That

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Who is paying who for financial advice?

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Who is paying who for financial advice will become the biggest question in consumers minds as the industry stakeholders continually and very publicly debate fees, commissions and conflicts of interest

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Building a profitable and valuable practice

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Building a profitable practice is is the first objective for practitioners, but building a sustainable profitable and valuable practice is even better isn’t it? Many good practitioners achieve the objective

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The importance of frequent client contact: An easy way to work out how to express the value of your advice

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When it comes to valuing your advice to clients what is a “fair” rate or price?  $100 per hour seems pretty cheap for any professional – plumbers cost more than

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Is it just a bad day or is it a bad job?

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How can you tell if you are just having a bad day on the job, or whether it is time to move on from the job completely? There’s no escaping

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There are 2 big questions before you fire a client

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I encourage you to try this: fire a client. It is liberating, and it moves your thinking and sense of self worth onto a different professional plane.  Pretty much everyone who has been

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