leader

Grow Great People If You Want To Grow A Great Business

June 7, 2024

It is terribly simplified of course, but if you want to grow a great business then you need to grow some great people at some point in the process. If we want to learn how…

Read more
second opinion service from financial advisors

Marketing your Professional Opinion

August 19, 2022

One of the best marketing ideas I have come across is the “Second Opinion” service, because it positions you as a professional, and as an “adviser” rather than a product centric financial services person. The…

Read more
invest-in-people

Investing Time In Your People Gives Great Returns

September 20, 2021

Professional advisers have never been under more time pressure than they are today, and of all the things they could be investing time in the one which is easiest to defer is investing time in…

Read more