Work out where the real money – and future – is in your business

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Let’s talk about one of those elephant in the room things: not all clients are equal for a professional service firm. As human beings they might all be equal, but

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“Be someone” if you want to stand out and succeed

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A professional service business built around a product is not a good service business. A professional service business should be built around either the “service” part, or the “professional” part.

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Damn! You missed the “social media” wave? I don’t think so…

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I just don’t get it. After years of NOT adopting what is simply an evolution in communication methods, there is a mood amongst many professionals that they have “missed the wave”. You

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10 ways to build trust with prospective clients

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Trust is built over time.  It is not given automatically to most professionals by most prospective clients at the outset. That’s just a fact of life. The very best we

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How to create the “AHA” with clients (and get TOTAL buy-in)

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It is tough in professional services to get clients to fully understand what you do, and where your knowledge and skills can make a difference in their lives.  Much of

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Could advisers be driving clients to online providers?

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Do advisers realise how much revenue is waiting for them inside their existing business? That was the question going through my mind as I listened to a fascinating presentation at

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10 mistakes that advice businesses keep making

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I was given a challenge for a recent conference presentation:  Identify the top mistakes which hold advice businesses back from achieving their full potential. After much deliberation I settled on

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The 3 keys to creating maximum practice value

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For any professional services business to realise it’s full potential, and achieve maximum value, there are 3 elements that the business must continually work upon: Creating the physical Capacity to

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The problem with professional development programs

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Most training programmes for financial advisers end up being vaguely disappointing for the participants. Often the feeling is that the training is a bit too academic or theoretical and hard

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The 3 keys to creating maximum practice value

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For any professional services business to realise it’s full potential, and achieve maximum value, there are 3 elements that the business must continually work upon: Creating the physical Capacity to

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