Strategy

Regulatory reform is everywhere (in the west at least) in financial services and the biggest distraction for advisers is what they need to do to adjust for it…again…and the focus is almost always entirely upon…

Often it seems there is little difference between product suppliers in financial services, with one fund manager looking similar to other fund managers, and one life insurer offering essentially the same products as other life…

Focus. It is one of the most noticeable differences between those who are successful, and those who are frustrated. The ability to focus on what matters most is often what separates the two. It is…

How much do you really think a good client is really worth to you? Most financial advisers will easily work through the basic formula of the average fee/sale per client multiplied by the number of…

Nearly every financial services firm says they have a strategy. Which is remarkable really, as creating a competitive strategy is actually difficult usually. Especially if you don’t know what “strategy” is to begin with. Many…

Some advisers opt to head down either the generalist or specialist path simply becuase that is what gives them professional satisfaction – and it is not about achieving particular commercial objectives. They work the way…

To become invaluable, emulate “the Private Bankers” when it comes to combatting the multiple pressure points of rising consumer expectations, technology-driven and cost-focussed solutions, and the trend for “self management” in all things by clients.…

The professional Financial Advisers’ needs matter as much as the Clients’ wants. Consumer groups & regulators will probably disagree of course, but the ideal practice is one which surely achieves this balance isn’t it? After…