If you become a recognised expert then business will find its way to you. Prospecting per se ceases to be a problem. Getting to be that recognised expert can be a costless and effective way…
Robo-advice is great for all of us in the advice arena, because WE learn more about consumers appetites for advice and product and WE learn more about their behaviour. That helps us deliver better services…
For most professional services firms today the strategic challenge of the moment is determining what the right strategy is that will work for the firm rather than making it work. But when you do settle…
What matters on your website the most is the stuff that we think about the least, and that is the very basic of basic stuff. While we think about logo’s, layouts, CTA’s and how to…
The robo-advice “threat” is an opportunity for entrepreneurial advisers…as is every other direct-to-consumer offering driven by fintechs. The more I think about it the more certain I am that some advisory firms will prosper from…
An adviser client asked me recently what to put on his website as he was re-designing it and he had lots of great ideas of course, but I started my answer with “how are they…
There is one really big mistake that many advisers who wish to be seen as fully independent make repeatedly. By “independent”, I am not referring to a regulators interpretation of the word, but being an…
You’re a professional. Should I trust you? Nope. As a consumer, a user of professional services myself, I’m tired of hearing from professionals that they should be trusted just because they are labelled professionals. Let’s…