What advice for Laurie?

What advice for Laurie?

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...
Bella’s Transition

Bella’s Transition

Bella has run her small architecture firm for over 20 years. As the demand for her work grows, so do her costs. At 52 years old, she had hoped for more options. Since a messy divorce seven years ago, she has spent all reserves from the settlement and parent’s...
Building Deep Client Trust

Building Deep Client Trust

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...
How to Grow Profits

How to Grow Profits

I can still see the surprised looks on their faces. It was November 1989, during a three-day “Agent As A BusinessPerson” workshop MLC asked me to design and facilitate. One of the last sessions for the twenty-five accountants and financial planners had...
Advice is Not About Goals

Advice is Not About Goals

  Every August, I spend an evening at my old school answering questions from Year 11 students as they share their post-school career options. My sessions are generally Q&A events for kids interested in small businesses. Last week’s questions ranged from what...
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