The difference between being “Good” or “Elite”

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This post won’t appeal to very many people, because not very many people actually want to be in the elite. Most aren’t willing to pay the price, so they are

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THE business opportunity for professional advisers

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The typical small business is only doing one of two things: growing, or going…. …and THERE is a fabulous opportunity for today’s professional adviser. If the majority of small business owners are

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The 5 levels of professional competence

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A strange question to ask perhaps, but can a professional be both competent and incompetent simultaneously? Of course they can. As new regulatory standards are embedded everywhere for professional services

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The 5 levels of professional competence

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A strange question to ask perhaps, but can a professional be both competent and incompetent simultaneously? Of course they can. As new regulatory standards are embedded everywhere for professional services

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The maximum value zone

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Many professional services firms are actively lifting service levels as a means of differentiation from the competition – and it is an excellent strategy that leads to a good business.

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What’s the point of all this business effort?

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Everyone is busy being busy, but what is the point of it all? What is the purpose that drives all the business building activity? Businesses that experience superb growth typically

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How to generate referrals when you want them

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Referral business is pure gold…it is the Holy Grail for advisers to be running a business where they are only working with referrals. Most have the problem of having to

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“3″ Is The Key For Effective Client Presentations

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3 is the magic presentation number. It is a well established principle that people absorb information best when it is presented in 3 points…and while listing your best 3 features

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The 4 step ethics test for financial professionals

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Some time ago I attended a Rotary club function as a guest and ‘discovered’ the best ethical test I’ve ever heard.  When I say ‘discovered’, I personally didn’t discover anything

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Can that “expert” actually walk the talk?

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It is true: the easiest people to sell to are the people who sell. For some time I have been watching with great interest, and finding myself shaking my head in

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