To be a recognised expert you must be willing to be a target

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If you become a recognised expert then business will find its way to you. Prospecting per se ceases to be a problem. Getting to be that recognised expert can be

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How can an adviser be confident their advice is good before trouble starts?  In other words, how do you audit yourself?

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There are 5 key things that the adviser must do – and be able to evidence afterwards – to show that they have worked for the benefit of the client, and not

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Change is the new normal for financial advisers

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Financial Advice is not going through some changes; constant change is the new normal.  Whatever regulatory stuff you are going through now in your particular jurisdiction will not be an end to

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Who says you can’t teach old dogs new tricks?

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Old folk don’t take on new technology and new ideas, right? You just can’t teach them. Or is that “us”? Well that theory is getting blown away in a pandemic-like-way…

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Maybe this is an opportunity: Picking a good financial adviser is harder than ever for consumers

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Choosing a good financial adviser has always been a bit of a leap of faith for consumers I guess, but picking one today is harder than ever. With the tendency

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How to balance client time with practice development

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A genuine challenge for advice firms right now is balancing client time as well as do all the work necessary to lift standards and improve business systems.  There are after

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Are you a GOOD Adviser?

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Another week and another bad adviser horror story in the local press…yet, another week and thousands more consumers work with their good adviser privately and attract no headlines. They just

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Professional Service: There’s extra money going the extra mile

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Often professionals forget how valuable the service bit is in a “professional service” business. Everyone has heard some story about how a business did well from going the extra mile

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Practice growth requires leadership more than management

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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

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Demonstrate value and prospects will choose you

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Smart advisers today make sure they are demonstrating their value to prospects. Having a prospect who is interested enough to hear what you have to offer has always been a necessary step

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