Gates in our client conversations. If you’re not looking for them you have to be lucky to stumble upon one… Some advisers have made the decision never to open them even if they do notice them. They prefer the conversational paths that they are used to. Their paths...
When offering advice, there’s only one sure way to consistently ‘beat’ a competitor’s pricing… Offer more value. Advice clients don’t want your products, they don’t even want your advice. They just want their outcomes. Your advice is a means to an ends, that’s all. To...
Are we as advisers too focused upon what’s not working in today’s marketplace that we are forgoing great opportunities? Are we too blind-sided by non-performing markets, impending legislation, and continued economic gloom that we have become nervous spectators to a...
Back in 2007, a few great advice firms, like Troy MacMillan’s The Wealth Designers, based in West Perth, Greg Keady and Jeff Wain’s Melbourne Private Wealth, based in South Yarra, and Brian Pert’s Pert and Associates, based in Southport, were being innovative with...
It’s a totally different form of engaging with clients. Graeme Richardson & Tony Dass from Argonaute Financial Advisors in Launceston, were sharing their insights with me yesterday regarding the implementation of their Discovery meetings for existing and new...
To some, it might appear odd that none of the four sons of a prosperous farming family – based near Narrogin, in Western Australia’s glorious south-east wheat belt – didn’t continue on the land. However, on meeting Rob and Michael Pyne of HPH Solutions in West Perth,...