The five essential soft skills for professional advisers

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Technical knowledge will only take you so far, and sometimes (like when the world is in lockdown and there are no rational markets) it won’t take you anywhere at all.

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If you need more clients then you probably need different skills

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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

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Eliminate tyre kickers and value your expertise

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Being properly valued for your expertise and eliminating the time-wasting tyre-kickers is an ongoing problem for most financial advisers. That is even more true for those making the transition from

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How do you know your financial advice is suitable?

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Knowing that your financial advice is suitable for a client is something that every professional adviser is willing to attest to, but proving it when challenged can be incredibly difficult.

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Are you offering advice clients fast food or fine dining?

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Many advisers are unsure about what they offer advice clients – cheap and cheerful advice on the fly, or a superb planning experience.  Both do the job, albeit in different

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The power of a vision: Because your future has to start somewhere

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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

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Client complaints: fight it, or just fix It?

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Client complaints are a fact of life.  It is virtually impossible to run a service business where everyone is happy 100% of the time, as human beings are involved and

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The difference that clear strategy makes in a practice

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Having a clear strategy is probably the most misunderstood concept in professional services. The business often has a Vision. A clear picture of what it wants to look like, and

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How to get buy-in from clients to full advice

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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

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Understanding the client buying journey will get you more of them

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The decision-making process – or buying journey as it has become known – that prospective clients go through today is complex, time-consuming for all parties, and is also often an

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