Strategy

“Innovation” and “delivering financial advice” do not usually go together for the majority in the industry. The way advice is delivered by tens of thousands of professionals tends to gravitate to the same methodology. There…

Getting referrals consistently is hard for most…but oddly enough it is also easy for many. Or is it? Lots of advisers say they get all their new business from referral, but when you dig into…

One of the toughest things for professional services firms to do – especially those that operate in the advice space – is settle on a strategy to guide the decisions in building the business. It…

Vision is the thing that initially drives all progress. Somebody’s view of how something can be…will be….is the catalyst for achievement of great change. Who will ever forget the power of articulating one mans vision:…

Having a clear strategy is probably the most under-estimated element in professional services. The business often has a Vision; a clear picture of what it wants to look like, and what success means to the…

You have to differentiate to stand out and attract business…but where do you do that. How do you do that? Well, it begins by thinking strategically about where you want to do it. I remembering…

To create a firm which will last you need the right business building blocks, or the foundations if you like. When it comes to building something to last the ancient civilisations can teach us a…

In good times growing a practice is difficult enough and one of the methods has become conventional wisdom – but that doesn’t mean it is right in these days of fundamental and structural change for…