Laurie wants to stop and retire. Originally from New Zealand, he built a landscaping business from nothing in 1986 to the best on the north coast. He reckons he is working harder than ever. Finding and keeping staff is getting harder. Dealing with their attitudes is...
How do advisory firms methodically create and manage deep client trust? While protecting profitability and reducing dependency, building advice platforms and skills for advice teams to build deep trust in their client relationships is the third of six principles...
Ever over-eaten? To almost being sick? My mother, Meg, had no sympathy for such a thing. Like sunburn and talking too much, she reckoned you only had yourself to blame. That’s the tricky bit. Realising you are the problem. Similar to the feeling of over-filling an...
What is good advice? Is it cheap advice? Is it easy to implement advice? Is it advice that provides better options? Is it advice that saves time or money? Is it advice from a trusted friend? Is it advice from an algorithm that assumes you aspire, behave and resemble...
I love my vinyl record collection. It started when I discovered Electric Warrior in early ’76. The collection continues to grow despite Anna’s opinion that I’m a hoarder. Regular vinyl still beats the best digital sound – vinyl is so much bigger, brighter and better....
I used to coach a guy I call Adviser Tony. Nice guy, experienced, founder of a successful advisory firm and well-respected in the advice industry. Tony once told me that when his clients ever squabbled about how they wanted to spend their retirement monies, he...
