A 24-year-old adviser in one of our Certainty Advice firms, engaged a $12,000 new advice client last week. The striking aspect of this engagement was that the 24-year-old adviser is still in her professional year. Technically unqualified? Yes. Compliant? Yes....
We listen to a lot of adviser-client Discovery conversations. That’s our job. We can’t transform advice skills without working deep into the details of what’s said in client meetings, which only recordings of Discovery and Engagement conversations can provide....
I’ve run three marathons and a dozen half-marathons. I take my running gear whenever I’m travelling overnight. I love what running does for me. That’s thanks to Pete Talty. Regardless of the conditions, Pete was always there. 6am every Saturday, waiting at the bottom...
My wife Anna loves book club. She comes home from their dinners with a new thought-provoking discussion sparked by the book, regardless of whether she liked it, read it or hated it. Their latest was Lessons in Chemistry, which also recently began as a series on Apple...
I’m a rugby union tragic. I loved playing the game until one too many concussions meant I shouldn’t run on ever again. I love watching local games. A highlight of my sporting year used to be watching our Wallabies in national games. Unfortunately, our team...
Michael Gerber was right. Systems can improve every aspect of our work lives by providing the necessary frameworks to help busy technicians create solid businesses. Gerber’s book – “The E-Myth Revisited”- created a new language for small...