value of adviser

Fighting Off The “Free” Advice Competitor

August 7, 2026

“Free” advice is never actually “free”, is it? None of us are silly – including the people we are talking to as prospective clients. Everyone knows advice isn’t free…it is at someone’s expense, and someone…

Read more
do-you-know-your-customer

Re-think what you THINK you know about clients

July 24, 2026

Is it time for financial advisers to re-think what they think they know about clients? People won’t pay for advice, right? Insurance is sold, it isn’t bought, right? People don’t value advice, right? Really? I…

Read more
client-value

WHERE do you add value?

May 19, 2026

In the continual search for differentiation strategies and creating a strong sense of “value received” by clients one of the ways to think about how to stand out is to consider where you choose to…

Read more
personal-service

How “personal” should your personal service be?

April 17, 2026

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…

Read more

The 4 Key Levers That Create Great Capital Value For An Advisory Firm

February 17, 2026

Creating great capital value for a professional services firm is usually one of the owners primary objectives as they more often than not see their business value as a critical part of their own financial…

Read more

The first sale you have to make…

September 26, 2025

There is a first sale that advisers have to make, before they make the sale they want to make. The first sale that has to be made is YOU. Advisers often tell me they are…

Read more
valuing advice

Properly Valuing Financial Advice

August 29, 2025

When it comes to valuing your advice to clients what is a “fair” rate or price? $100 per hour seems pretty cheap for any professional – plumbers cost more than that, right? But what about…

Read more