The Four Advice Hurdles of 2023…

The Four Advice Hurdles of 2023…

Advisers thrive because they anticipate, worry, prepare and manage complex client issues. Good advisers are masters at it. Great advisers are masters at doing the same for themselves. There are several hurdles facing advisory firms in 2023 – for advisory teams...
GETTING OUT OF THE RED

GETTING OUT OF THE RED

Brian “Digger” Booker taught me to fly. One cool Sunday morning, after landing VH-TUC at Camden airport, Digger asked me to pull over into one of the aircraft waiting bays just off the runway. He was getting out. He believed it was time for my first solo flight. What...
WHAT IS MARKET PRICING?

WHAT IS MARKET PRICING?

We’ve been looking at rural properties. One near Little Hartley looks special. Why? It sounds ridiculous, but it’s the driveway. It has a long, winding, tree-lined driveway lined with well-established liquid ambers. As you near the home, the trees open...
HOW MUCH IS THE RENT?

HOW MUCH IS THE RENT?

Do you ask your doctor what her fees will be next year? No, neither do I. Why do clients ask what the future ongoing fees will be for their financial advisers? Because, unlike doctors, they pay ongoing rent to their advisers. Is that typical of professionals?...
PRICING KNOWLEDGE

PRICING KNOWLEDGE

I used to sell shoes. Florsheim shoes. I thought I was pretty good at it. However, my mates used to say anyone could sell shoes when the shop is just outside the foyer of a Hilton Hotel. “What do you expect? If you’re going to sell fancy shoes, you’re in the perfect...
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