guidance

Many firms facing increased overheads and infrastructure costs in the next few years are considering acquisition or merger strategies as a survival or growth strategy. Generally there appears to be 5 main reasons that advisers…

Just how much opportunity is sitting inside the typical adviser practice? How much new business is waiting inside that existing database? It’s a goldmine. A report from a few years ago highlighted the point that…

How can you tell if you are just having a bad day on the job, or whether it is time to move on from the job completely? There’s no escaping the fact that even in…

Putting a value upon financial advice is a tough issue for advisers and consumers alike. There is a pretty basic concept as far as “Value” goes for any consumer purchase though which is not a…

Advisers: Good advice process is not enough. Being technically competent is not enough. You have to get selling. I know that “Sell” is seen as a bit of a dirty word these days, but we…

What is more effective: running a client seminar with 100 guests, or running 5 “red carpet” client events of only a dozen or so at a time? Research suggests that the best financial advisers tend…

When it comes to delivering our written advice to clients there is a tendency to be guided by the words used by the regulators, or law, in how that advice is framed or written. The…

Knowing and working exclusively in your niche is nirvana for most professionals. Your niche is that absolute sweet spot where what you are fabulous at overlaps with what you love doing, and it is something…