professional services firm

Is it just a bad day or is it a bad job?

September 12, 2025

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…

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A 15 Step Plan For Creating Constant Referrals

June 17, 2025

The best way to generate constant referrals is by having “centers of influence” delivering qualified and interested prospects to you regularly. To do this successfully – especially with a number of COI’s – there 15…

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Compliance Can Be Torture For Consumers

April 3, 2023

Compliance has a lot to answer for. Compliance can be torture for consumers, and that is not good for them or the industry. One of the truly negative consequences of evolving best practice advice standards…

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Why your FREE service is a barrier to getting the right business

September 26, 2022

Most professionals at some point offer complimentary initial meetings or consultations with clients as a “free service”. It simply isn’t true, and that in itself prevents the right sort of clients coming your way. The…

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buying a financial planning business

What you need to know if you buy to grow

August 15, 2022

As many advice businesses reach maturity it is common to consider whether they should “buy to grow”. Should they buy another practice, or more commonly, should just buy a book of business from another practice.…

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Innovation, not originality, is the key to better business.

July 29, 2022

Everyone 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…

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How To Get Paid For Each Piece Of Advice You Give

June 20, 2022

Here’s a simple strategy for getting paid fairly for the advice you give….and I mean getting paid for ALL the advice you give…every step of the way. There are broadly three possible parts to any…

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Fix the prospecting problem forever

June 17, 2022

You can fix all prospecting problems forever if you generate enough referrals. It is that simple. Get this right, and prospecting problems are non-existent, as the number one source of professional prospecting is going to…

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