Create the right culture for lasting success

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Imagine owning a sports business that continued for well over 100 years and during that time had a winning record against all comers of over 83%? In the Test arena

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There’s money along the extra mile

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Everyone has heard some story about how a business did well from going the extra mile for a customer…but rarely do you hear about a professional services business that has

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8 Things to consider when selecting a CRM system

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One of the thorny issues for financial advisers is finding the right Client Relationship Management (CRM) system. What makes it even more difficult for many is they struggle to define

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20 lessons in the evolution of a LinkedIn user

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Back in the beginning of my personal social media evolution, about 3 years ago, a friend sent me a LinkedIn connection request…and I had no idea what LinkedIn was, or

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I, Robot: (Not)!

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Am I a Robot if I automate my business? In financial services we generally accept that it is a wise move to automate as much as possible in our processes.

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How to ensure you are compliant while using social media

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Remaining compliant as a financial adviser and not breaching any regulations, whether they concern the provision of best practice advice, privacy constraints, or legal responsibilities to remain within certain boundaries is actually

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Become valuable by making it easier

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  One of the key concepts that advisers must grasp is the need to be valued for the advice and coaching you give, rather than linking your value to a

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Clever businesses forgetting to be smart

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As everyone races to use new technologies and do cool new things in a bid to be different, there is a real risk of losing sight of the essentials. The

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20-point checklist for seminar selling

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Many advisers feel that seminars are so last-year as a method of prospecting for new clients, and yet, so many advisers continue to do fantastically well with them. As with

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Twisted Clients…why they say goodbye!

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Customers leave us, and most times we blame someone else.  It gets called churn, or twisting. Probably the most contentious issue in the financial services industry is the issue of

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