TOUGH CHOICES

TOUGH CHOICES

I’m a COBOL programmer. We moved out of our family home of 32 years last weekend, and I found an old coding template with a few punch cards that I have kept since the late 1970s. I didn’t think I was a hoarder (maybe?). It took me back to when the talent...
ADVICE FOR THE MAJORITY

ADVICE FOR THE MAJORITY

What do advisers do? Maximise returns, protect risks, anticipate complexities, minimise costs, reduce stress, remove distractions, test assumptions, and change client’s long-term habits. Advisers are in the confidence business. They convert a client’s doubts into...
Advice MoneyBall

Advice MoneyBall

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....
Get Agile

Get Agile

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...
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....
Advice is Not About Goals

Advice is Not About Goals

  Every August, I spend an evening at my old school answering questions from Year 11 students as they share their post-school career options. My sessions are generally Q&A events for kids interested in small businesses. Last week’s questions ranged from what...
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