OPINION

Certainty Blog
Searching for your best 2022 plan?

Searching for your best 2022 plan?

Read Dan and Chip Heath's 2017 book - The Power of Moments? For advisory teams who believe their growth is attached to their client's growth, it's a good read. If you only read one chapter, start at Chapter 6 - Stretch for Insight. It stood out for me because it...

How to Build Advisory Value – via Control or Vulnerability?

How to Build Advisory Value – via Control or Vulnerability?

"Advisers often use value as a drunk uses a lamppost — for support rather than illumination" paraphrasing poet A.E. Housman What is the value of advice? It depends on whom advisers are serving - themselves or their clients? The client's common beliefs about the value...

The financial giants attempting to lead the advice debate….again.

The financial giants attempting to lead the advice debate….again.

On Thursday, 7th February 2017, Scott Morrison, then Federal Treasurer, started question time in our parliament holding a piece of coal aloft. It was a pre-election stunt to draw attention to his Government's commitment to Australia's coal mining sector. Ironically,...

Deliver value – not products, solutions or hours.

Deliver value – not products, solutions or hours.

My first paid job was repairing lawnmowers. It was an early lesson about value. I was 10. I loved engines and all things mechanical. Their smell, noise, shiny insides and, to me, their simplicity. Once my Dad told a neighbour that I had somehow repaired our broken...

The Use of ‘Go/No-Go’ Advice Clauses

The Use of ‘Go/No-Go’ Advice Clauses

Trust is central to advice. It acts like a road upon which all parties in an advisory relationship advance. Without the road, advisory relationships are doomed. A trusted relationship is one where someone is trusting and someone else is being trusted. David Maister...

Reinventing Advice – Less is More

Reinventing Advice – Less is More

Imagine a knee surgeon tired of fixing knees. She has a good medical practice, a good reputation and a long waiting list. But something is missing. She isn't ready to retire. She wants to change how she works. That is difficult considering her business model. OPTIONS...

What is Advice?

What is Advice?

What is advice? Advice isn't information. Information is a cog within an advice framework, much like cogs within a watch. Technically, it’s crucial to understand the performance of each cog, but by itself, information can add to the confusion of the advisee who lacks...

Working ‘on it’ or ‘in it’? Which one, but not both…

Working ‘on it’ or ‘in it’? Which one, but not both…

My doctor has cancer. At the time of writing, she is undertaking treatment and hopefully on a path to full recovery. I began seeing her just over twenty years ago when I started running long distances.  My running buddy was a patient of hers and some of the surprises...

Financial Advice, Steel Axes & the future…

Financial Advice, Steel Axes & the future…

The Yir-Yoront were a nomadic mob of Australian Aborigines settled around the mouth of the Coleman River on the west coast of Queensland’s Cape York. When missionaries settled on the nearby Mitchell River in the early 1900s, the Yir-Yoront people were forever changed....

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