If you still need more clients then you probably need different skills

From

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

continue reading

Client complaints: Fight it, or just fix it?

From

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

continue reading

Grow great people if you want to grow a great business

From

It is terribly simplified of course, but if you want to grow a great business then you need to grow some great people at some point in the process.  If

continue reading

Helping consumers compare solutions will lead them to you

From

Today’s consumers will compare before deciding who to use or what to buy, so help them do that. If you help consumers compare solutions well, it will lead them to

continue reading

The three keys to attracting your successors – and attract the talent

From

It is one thing to attract talent to your firm, it is quite another to attract successors with the right talent though.  Many financial advisory firms see the need to

continue reading

How to take the “R” out of FREE advice

From

Traditionally the financial services sector has been almost entirely remunerated via commission, and many advisers are still grappling with the basic question of how to make the transition – even

continue reading

Practice growth requires leadership more than management

From

The most frequent thing I see that prevents great practice growth and holds advisers back from developing their dream business is a lack of vision. I don’t mean “vision” in

continue reading

The 10 things that successful advisers just do better

From

The most successful advisers just do better at some things than the average advisers…they are not necessarily better advisers. They just do some things better, and that makes them more

continue reading

5 things you need to do before buying a practice

From

For many advisers buying another practice or book of clients will be a serious growth strategy to be considered.  It is a primary strategy for attaining scale and a viable

continue reading

You fix financial worries…so why not market that?

From

It seems pretty much everyone has financial worries. “Investors spend 475 hours a year worrying about money” apparently. Well I bet the people who don’t have enough to be considered

continue reading