10 reasons why an Advisory Practice just stays “practicing”

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Why is an Advisory Practice called a “Practice”? I think it is because more often than not the business is mostly practicing to be a business. When a “practice” has

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Some advisory firms are “Going out of business” without even realising it

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I have a strong sense that a lot of advisory firms are “going out of business” at the moment and don’t even realise it. For a very long time markets

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The biggest personal productivity killer for Advisers

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Everyone would like to have better business results for less work, and have more time away from the business.  Personal productivity – or business efficiency if you prefer – matters,

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The 4-step ethical test for financial professionals

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I attended a Rotary function as a guest and ‘discovered’ the best ethical test I’ve ever heard. When I say ‘discovered’, I personally didn’t discover anything at all…but I was

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Why settle for average Adviser performance when you could be outstanding?

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Advisers frequently settle for being average, and it is definitely not because they want to be average but because they don’t really know what it takes to elevate their performance

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High growth advisory firms do marketing differently

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High growth advisory firms do many things differently, but in marketing they tend to do something very different to the norm. We can’t ignore that it takes many differences to

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Word of Mouth marketing is still where it is at!

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Word of mouth marketing is more important than ever despite the value of digital and social media.  Digital and social are immensely valuable in creating an audience and engaging with

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When clients say “too expensive” there is a value gap

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If there is one objection which continually gets professionals in a tangle it is the client who says “it’s too expensive”. When a client says “too expensive” YOU you haven’t

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How to work out who to keep on your team

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One of the toughest areas of practice management is building your team and keeping the team “right for you”.  So it is best to begin with an unpalatable truth… It

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What do Life Insurance customers want?

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One of the questions that continually vexes professionals is “what do customers want?“ In the life insurance area of financial services the answer is even tougher to find than usual,

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