valuing advice
Some customers you just don’t want
October 31, 2025Some 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
How To Deliver The “Right Advice” In The “Right” Way
October 21, 2025Delivering the right advice consists of getting 2 things right: delivering advice that will work for the client, and delivering it in a manner which will result in the client taking action upon the advice.…
Making the move from Product Rep to a valued Financial Adviser
February 21, 2025Being a valued financial adviser is the goal, right? Well it is difficult to considered yourself “valued” if you don’t place a value upon your own expertise or worth to the client. It is even…
Best Practice Advice Means Meeting Client Expectations Too, doesn’t it?
April 11, 2022What constitutes “Best Practice” advice process is a constant work in progress, but it does not develop as rapidly as either technology or client expectations do. In fact, there is a distinct probability that the…
Creating Happy Clients Is Not Enough
December 3, 2021Creating and keeping happy clients IS essential for the success of a professional practice. There is no question about that. But is it enough to help a practice grow at a greater than industry average…