I was consulting with a firm recently. They sought advice concerning their massive growth opportunities. Like most advisory firms today, they were enjoying a solid flow of new clients. Thanks to good networks, they were also attracting talented senior advisers...
What is growth in 2022? For some firms growth in revenue is easier than growth in team members. For some firms growth in profits is easier than growth in amount of time off. For some firms growth in clients is easier than growth in ideal clients. For some firms growth...
If you took some time to consider what are the “first things” in your business life, what would be your response? Think about it for a second. I remember attending a lecture by Roger Merrill soon after I started my business in early 1990’s. Merrill...
“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...
Jenna is an adviser in her early thirties. Her technical background is accounting, her personal background is caring She made contact when a good advisory client did not re-engage after only twelve months of working together. While she didn’t expect every client...
Marlboro Man was an influential figure last century. He sold a lot of cigarettes. He was the advertising character created by advertising company Leo Burnett in the 1950s to re-launch Marlboro cigarettes for a broader audience. The adverts were conceived to change the...
