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To ensure business success you must have a strategy. But where do you begin with designing a business strategy? It isn’t quite as hard as you may think…. First, you need to decide what you…

It is a peculiar thing…most of us recognize the difference that getting good coaching – or poor coaching – can make to any athlete or sports teams performance. In fact most of us have often…

One of the toughest areas of practice management is building your team and keeping the team “right for you”. So it is best to begin with an unpalatable truth: It is inevitable that at some…

One of the primary functions of the professional adviser is to influence clients to make change. Or sometimes, influence them not to change things. Our role is to manage client behaviour to help generate the…

For financial advisory firms the word “process” has become synonymous with “best practice advice”, but good process is so much more than just a compliant and well-documented series of advice documents. Process cures problems. Process…

Many professionals believe that the peak of their career, and business prospects, are achieved when they attain “expert” status. Actually, your objective should “be An Authority” – or better yet; “Be The Authority”. In financial…

One of the most powerful weapons in an advisers armory is the Client Meeting Agenda. Yet, so few use them regularly…. The client meeting agenda sets up the entire professional relationship – not just the…

Tom Peters suggested many years ago that one of the most effective marketing activities a professional could engage in were weekday lunches. 250 of them in fact over the course of the year. That is…