coaching and mentoring

Whenever the topic of compliance, or the “advice process”, comes up most advisers see themselves like this: Everyone is throwing everything at you with the sole intention of destroying you, right? As a consequence, compliance…

It is not unreasonable to have reasonable expectations, is it? Whenever we enter into an agreement with somebody else to work together on anything it is fair to say that we both have expectations about…

Testimonials are good for business – but we all know that, right? Video testimonials are even better for business – and not everyone has got THAT yet. Being able to see the body language, and…

One of the most common options for leveraging your professional practice is more adviser hires, however getting more advisers is itself is often a path to frustration and disappointment for business owners because it simply…

The majority of professionals running practices have superb technical competency, and often have significant commercial management skills, but a very common shortcoming is “Sales Management” experience or skills. The typical result of this shortcoming is…

A key to success for an advisory firm hiring other advisers is making sure that you align the interests of both parties. That is, getting the behaviour you want as an employer while ensuring that…

It is a peculiar thing…most of us recognize the difference that getting good coaching – or poor coaching – can make to any athlete or sports teams performance. In fact most of us have often…

We are awash with recommendations on how to “improve the advice business” and enhance professional developement. Regulators, politicians, consumer groups, product manufacturers…competing business models that look to bypass advice entirely….all of them are making a…