Could advisers be driving clients to online providers?

From

Do advisers realise how much revenue is waiting for them inside their existing business? That was the question going through my mind as I listened to a fascinating presentation at

continue reading

10 mistakes that advice businesses keep making

From

I was given a challenge for a recent conference presentation:  Identify the top mistakes which hold advice businesses back from achieving their full potential. After much deliberation I settled on

continue reading

The 3 keys to creating maximum practice value

From

For any professional services business to realise it’s full potential, and achieve maximum value, there are 3 elements that the business must continually work upon: Creating the physical Capacity to

continue reading

The problem with professional development programs

From

Most training programmes for financial advisers end up being vaguely disappointing for the participants. Often the feeling is that the training is a bit too academic or theoretical and hard

continue reading

The 3 keys to creating maximum practice value

From

For any professional services business to realise it’s full potential, and achieve maximum value, there are 3 elements that the business must continually work upon: Creating the physical Capacity to

continue reading

THE business opportunity for professional advisers

From

The typical small business is only doing one of two things: growing, or going…. …and THERE is a fabulous opportunity for today’s professional adviser. If the majority of small business owners are

continue reading

The 5 levels of professional competence

From

A strange question to ask perhaps, but can a professional be both competent and incompetent simultaneously? Of course they can. As new regulatory standards are embedded everywhere for professional services

continue reading

The 5 levels of professional competence

From

A strange question to ask perhaps, but can a professional be both competent and incompetent simultaneously? Of course they can. As new regulatory standards are embedded everywhere for professional services

continue reading

The maximum value zone

From

Many professional services firms are actively lifting service levels as a means of differentiation from the competition – and it is an excellent strategy that leads to a good business.

continue reading

What’s the point of all this business effort?

From

Everyone is busy being busy, but what is the point of it all? What is the purpose that drives all the business building activity? Businesses that experience superb growth typically

continue reading