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...
Reducing Dependency – Building Great Advice Firms

Reducing Dependency – Building Great Advice Firms

I know the problem with my golf game. The guy holding the club. My instincts want to hit the ball too hard because my ridiculous golf brain believes ‘bigger is better’. On the odd occasion when my instincts produce a great shot, it’s usually a fluke....
The (Challenging & Prosperous) Road Ahead

The (Challenging & Prosperous) Road Ahead

Twenty-one years ago, I conducted a qualitative survey of Australian financial advisers with John J. Bowen Jr and Russ Alan Prince. The objective was to identify the client proposition advisers regarded as crucial to the future of financial advice. Russ’ team had...
Why Buy a Client Base or an Advisory Firm?

Why Buy a Client Base or an Advisory Firm?

I’m currently working with several firms considering a client base or business purchase. Each has different reasons. One wants to achieve more significant ‘economies of scale’. One wants to fill a gap in the range of expertise. One is on an...
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