If it’s not simple, you are not working hard enough

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It takes a lot of work to make complex advice simple and succinct, and nowhere is this more apparent than in the creation of a financial plan or Statements of

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Regulatory reform: the danger of knee-jerk reactions

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Regulatory reform is everywhere (in the west at least) in financial services and the biggest distraction for advisers is what they need to do to adjust for it…again…and the focus

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Be valuable by simply making clients lives easier

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There are many ways to be valuable to clients, and a frequently overlooked aspect of value is simply making clients lives easier for them. A massive opportunity exists for advisers

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Focus on what matters most to succeed

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Focus. It is one of the most noticeable differences between those who are successful, and those who are frustrated.  The ability to focus on what matters most is often what

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Easy business in the low-hanging fruit

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Everyone wants easy business yet we so often make it harder than it has to be.  Get the low-hanging fruit first. Twice as easy to get, and just as sweet.

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Why advisers need to invest in their businesses. Now.

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Financial advisers really need to invest more into their practices. Now.  More money, more thinking, more strategy…. more leverage.  Even those who have been investing probably need to invest more.

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Balancing adviser needs and clients wants

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The professional Financial Advisers’ needs matter as much as the Clients’ wants.  Consumer groups and regulators will probably disagree of course, but the ideal practice is one which surely achieves

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Best practice advice means meeting client expectations too, doesn’t it?

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What constitutes “Best Practice” advice process is a constant work in progress, but it does not develop as rapidly as either technology or client expectations do. In fact, there is

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Handling regulatory uncertainty

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The regulatory uncertainty level amongst advisers is just about at an all time high. It’s not just new rules that create the uncertainty; it is the shift to principles-based or

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What problems do you solve?

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In the struggle for professionals to define a value proposition asking: “What problems do we solve?” is probably the best place to begin. It is a simple question for sure, but

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