The 6 steps of succession planning (part 2)

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Succession planning is about working out how to exit your business at your preferred time, in your preferred way, and hopefully at your preferred price. Doing that successfully is quite

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The 6 steps of succession planning (Part 1)

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Unless you plan to work to the grave all practice owners need to be thinking “succession” at some point – preferably as early as possible. Succession planning is simply about

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The key to innovation: listening to customers

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One of the most successful companies in Australian manufacturing that has been operating since 1932 provided a great business lesson on the weekend, that revealed their secret to innovation in

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The Top 20 Marketing Kitbag Essentials

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It would be fair to say that the majority of people in professional services are not marketing specialists. Usually great technicians and specialist advisers, often great at selling and relationship

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When you should take online engagement offline

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A frequently asked question by professionals who are relatively new to using digital marketing is “how do I take the online engagement offline into the real world?” Let’s assume for the

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6 Steps to being the “Go To” Adviser

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“The modern sales professional doubles as an information concierge – providing the right information to the right person at the right time in the right channel.  Socially surround your buyers

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A bird in the hand….is worth plenty!

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There is an old proverb: A bird in the hand is worth two in the bush…and it would appear that this is especially true when it comes to keeping your own

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Create the right culture for lasting success

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Imagine owning a sports business that continued for well over 100 years and during that time had a winning record against all comers of over 83%? In the Test arena

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There’s money along the extra mile

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Everyone has heard some story about how a business did well from going the extra mile for a customer…but rarely do you hear about a professional services business that has

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8 Things to consider when selecting a CRM system

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One of the thorny issues for financial advisers is finding the right Client Relationship Management (CRM) system. What makes it even more difficult for many is they struggle to define

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