leveraging

Financial advisers really need to invest more into their practices. Now. More money, more thinking, more strategy….more leverage. Even those who have been investing probably need to invest more. For decades financial advisers have been…

Whether you realise it or not you have a brand, and ideally you want your brand to be attracting ideal clients. The problem with most prospecting and lead generation activities for most advisers and firms…

The million-dollar-question for financial advisers (literally!) is: “How do I go about leveraging a good professional practice into a great business that is worth heaps?” Answer: Uber-ise it. The inherent assumption in this question is…