Professional Services

personal-service

How “personal” should your personal service be?

April 17, 2026

It is our livelihood in many respects, yet one of the vaguest phrases we use is “personal service”. What is a personal service is not necessarily the same as a personalised service, and what is…

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invest-in-people

Investing Time In Your People Gives Great Returns

March 24, 2026

Professional advisers have never been under more time pressure than they are today, and of all the things they could be investing time in the one which is easiest to defer is investing time in…

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The 4 Key Levers That Create Great Capital Value For An Advisory Firm

February 17, 2026

Creating great capital value for a professional services firm is usually one of the owners primary objectives as they more often than not see their business value as a critical part of their own financial…

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The 3 Elements To Hiring An Adviser Successfully

February 10, 2026

Hiring an adviser to join the team is one of the biggest (and most expensive) steps that any adviser takes in growing their practice. It is expensive in financial terms, in time, and most importantly…

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reward-employee

What You Reward Must Be What You Value, right?

February 6, 2026

Perhaps the greatest challenge for practices wishing to grow their people, profitability and professional standards is determining what you reward. And that’s about what you value. What behaviours you reward must be a reflection of…

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It Is Okay To Be Profitable

December 9, 2025

The first rule of business is “be profitable”, and that is a concept which appears to cause industry stakeholders some issues when it comes to judging financial advisory firms. That pisses me off to be…

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building-a-profitable-practice

Building A Profitable AND Valuable Practice

November 25, 2025

Building a profitable practice is is the first objective for practitioners, but building a sustainable profitable and valuable practice is even better isn’t it? Many good practitioners achieve the objective of building a profitable practice…

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coaching changes

Why Growth Doesn’t Happen

October 3, 2025

It’s easy to use external factrors to justify why growth doesn’t happen, but usually the reason is “internal factors”. Growing productivity – or getting financial advisers to grow themselves and their business capability – appears…

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