financial advice innovation
To grow your practice, “Get out and make more mistakes”
July 18, 2025You want to grow your practice, right? Well my first piece of advice may seem odd but it is this: “get out and make more mistakes” Dangerous advice! Reckless even perhaps…. …however it is the…
Innovation in delivering Financial Advice: Does it have to be this way?
April 18, 2025“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…
Innovation, not originality, is the key to better business.
July 29, 2022Everyone wants to grow their business, and everyone is looking for new ideas to do it. But nearly everyone wants the magical original idea that nobody else has ever thought of before, that will guarantee…
Innovate to Differentiate (it CAN be done by professional services firms)
March 30, 2022One great way to differentiate is to innovate. You do not HAVE to innovate to differentiate of course, but innovation definitely leads to differentiation. There is a perception that in order to innovate one must…
Unbundling Planning To Get More Client Engagement
November 15, 2021Unbundling planning creates higher numbers of prospects and clients engaging in full financial planning, and can lead to higher revenue per client as well. More clients engaging in more comprehensive advice and creating higher lifetime…
Take a look at Twitter if you want new ideas
October 11, 2021If you want new ideas for how to develope your business or inspiration for your own content marketing then you really should look at Twitter. It is a platform that many advisers have simply ignored…
Who says you can’t teach old dogs new tricks?
April 10, 2020Old folk don’t take on new technology and new ideas, right? You just can’t teach them. Or is that “us”? Well that theory is getting blown away in a pandemic-like-way… There has been a continuous…