strategy

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…

Challenging times test whether we are truly delivering value, and whether we have a good value creation model for the advisory firm. Is the practice focussed upon the areas where it can improve in its…

I have a strong sense that a lot of advisory firms are “going out of business” at the moment and don’t even realise it. For a very long time markets were going well, and commission…

Just one question should be dominating practitioners minds at this stage of the year: How will this year be better? HOW is the critical word here. Advisers are usually great at setting goals and targets.…

There are so many things you COULD plan to work on to improve next year, but what REALLY matters? Maybe having the best production year ever…that would be helpful. It is easy to get caught…

The evolution of advice firms into different service and revenue models is happening already of course, but the majority of financial advisory firms appear to still be trying to figure out what the next evolutionary…

Nearly every financial services firm says they have a strategy. Which is remarkable really, as creating a competitive strategy is actually difficult usually. Especially if you don’t know what “strategy” is to begin with. Many…

The regulatory uncertainty level amongst advisers is just about at an all time high. It’s not just new rules that create the uncertainty; it is the shift to principles-based or outcome-focussed regulation that doesn’t have…