“Life moves on, and so should we.” Have you read Who Moved My Cheese by Spencer Johnson? It’s one of those annoyingly good books that easy to read, makes lots of good sense, yet hard to implement. It reminded me of the state of financial advice in Australia....
Interested in fast-tracking your team’s understanding of client value by at least 50% in just a month? I’m serious. I appreciate your business training and development is already a priority, but is it focused on the ‘heart’ of your advice...
I reckon financial advice industry is entering a new phase of professionalism and opportunity, only everyone doesn’t seem that excited about it. As with any change there are many advice licensees and practices that refuse to embrace anything new and evolve. No matter...
Do Woolworths sell advice? Do Coles sell advice? Do banks sell advice? None of these groups sell advice. They all sell products. Unfortunately when it comes to financial advice, Australia’s consumers don’t know the difference between financial advice and financial...
Do your clients deserve the best you can offer? Remember your first clients? Remember how hard you worked to really excel and hopefully earn their trust and future work? Back then you knew shoddy or late work would not provide the opportunities to get off the...
Do clients buy for the returns you offer or the certainty you provide? Time for a re-think? Is it time for a re-think as to why advice clients will buy from you? Consider the following: the Grattan Institute recently suggested that Australians are paying way too much...