strategy

The most important business-building step is having a well-defined strategy, yet strategy is one of the most misunderstood concepts in professional services. It is an area that many advisory firms struggle with, and frequently find…

It seems to me that it is worth advisers asking themselves what their risk tolerance is as business owners given all the market and regulatory changes that continue to arise. When contemplating what changes should…

It is our livelihood in many respects, yet one of the vaguest phrases we use is “personal service”. What is a personal service is not necessarily the same as a personalised service, and what is…

Paralysis from analysis is generally an achilles heel of professional services it seems, and amidst all the change and carnage of financial advice simply being decisive can be a winning difference for practice owners. Indecision…

A cornerstone of great strategy is understanding where to compete in the market…or rather, which area of expertise or service offering to lead with in the marketing efforts. Once the target market clients have been…

It is hard work perhaps but creating strategic alliances is one of the smartest business building moves a practice can make. Perhaps it is because it is not an easy or quick thing to do…

Some customers you just don't want, because not all customers are good customers for you. Even some of those who look like they are commercially viable customers you just don't want

Great alliances with other businesses will enhance your brand and put you in front of more ideal prospects that you don’t have to find yourself. That is really the key benefit of having strategic alliance…