3 questions you must answer to define your Uniqueness

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The difference between a good (but not spectacular) professional and a truly magnificent performer is the ability to succinctly articulate what makes them special. This is often referred to as

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What you need to know if you’re going to buy to grow

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As many advice businesses reach maturity it is common to consider whether they should “buy to grow”.  Should they buy another practice, or more commonly, should just buy a book

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Tactics for growing an advice business

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Just about every professional says they want to be growing their business….they want fresh ideas; the business satisfaction of solving new problems for new people; they want to do something NEW.

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Should advisers be selling coffee instead of client service?

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Do you remember when petrol stations competed on client service? Fundamentally they were all selling the same basic commodity, at about the same price, to anyone who drove up. That

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Written advice: should it be clear? Or concise? Or effective?

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When it comes to communicating our advice to clients we are guided by the words used by the regulators, or law, to guide us in how that should be framed

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Who is paying who?

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Who is paying who is becoming the biggest question in consumers minds as the public debate around fees and commissions and conflicts of interest increases in financial services. That’s a

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Client focus or compliance focus?

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I support a compliance focus 100% ….but I support a client focus 100% too. All too often it is impossible to achieve 100% for both simultaneously though. Where does a

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Selling “change” in your practice is a process

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In times of great change, as we are currently facing, there is a prevailing thought amongst most business owners or managers that they are responsible for making the necessary internal

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Do you actually have a Strategy?

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I get it: coming up with a competitive strategy can be hard. But it is even harder if you don’t know what “strategy” is to begin with. And if you

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The powerful marketing tool that you use every day, but hardly use for marketing. But should!

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The most powerful marketing tool most professionals have is the one they use hundreds of times each day, but which they usually do not do any marketing with: email. Love it

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