The Value is in the Detail

The Value is in the Detail

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...
Lessons from Debt – a path to Advice?

Lessons from Debt – a path to Advice?

Heard about Grameen Bank – the bank for the poor? It presents a powerful working model of trickle-up development. Founded in the mid-1970s by Muhammad Yunus in a country lacking first and second-world finance infrastructures, it has sprouted up in over 80,000...
The Advice Gap

The Advice Gap

I love the bush. I reckon it has something to do with my four grandparents being raised in NSW’s central west. It never ceases to amaze me how much I enjoy touring on unmarked open country roads with windows down and the elements whooshing in. Even when...
What Makes an Ideal Advice Client – Part 4 – Achieving More

What Makes an Ideal Advice Client – Part 4 – Achieving More

Seen the Red Bull ‘gives you wings’ ads? Whether you like the drink or not, Red Bull’s advertising clearly aims to inspire people to achieve more in their lives. A similar message for financial advice. ACHIEVE MORE Valuable advice provides clients...
Screening Prospects…

Screening Prospects…

Sometimes the most powerful approach to growth is “Next!” John Bowen – CEO – CEG Worldwide I first saw John Bowen present in Santa Monica in early 2002. Despite everyone’s development nerves, we were still tight in the aftermath of the...
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