staff development

make-more-mistakes

To grow your practice, “Get out and make more mistakes”

July 18, 2025

You want to grow your practice, right? Well my first piece of advice may seem odd but it is this: “get out and make more mistakes” Dangerous advice! Reckless even perhaps…. …however it is the…

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Practice Development: The Danger Of Promoting A Competent Adviser

February 7, 2025

A genuine danger in practice development is promoting a competent adviser to a role which they are unable to perform well in. In any organisation there is a real risk that a person is encouraged…

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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…

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The 3 Keys To Attracting Your Successors – and attract the talent

May 28, 2024

It is one thing to atract talent to your firm, it is quite another to attract successors with the right talent though. Many financial advisory firms see the need to create leverage and handle their…

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Being clear about what matters most actually matters most

November 14, 2023

Sometimes contracts just don’t provide clarity for the people who work for you. And being clear about what matters for them matters more than just about anything else when it comes to getting the best…

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Are You AND Your People Clear About What YOU Want?

October 21, 2022

Pretty much everyone running a business hates having to come up with job descriptions for their staff. Your people hate them too usually. A statement which may have been correct at a moment in time…

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coach-your-people-to-grow

How To Coach Your People To Greater Success

June 29, 2022

One of the best ways to improve results for your firm is to coach your people to greater levels of professional and personal success, rather than merely “managing” them. There is a huge difference between…

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Selling Change Inside Your Own Practice

April 29, 2022

External challenges and changes mean we are often selling change – or the need for yet more change – inside our own practices to our own people. And that becomes yet another challenge, as change…

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