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....
THE JIGSAWER & THE TOUR-GUIDE

THE JIGSAWER & THE TOUR-GUIDE

A tell-tale our family is on holiday is a jigsaw puzzle. A Stackpool holiday isn’t a holiday without a tricky new puzzle. The puzzling can take all holidays, with the puzzle spot remaining frustratingly off-limits for non-puzzling activities until the puzzle has...
HOW MUCH IS THE RENT?

HOW MUCH IS THE RENT?

Do you ask your doctor what her fees will be next year? No, neither do I. Why do clients ask what the future ongoing fees will be for their financial advisers? Because, unlike doctors, they pay ongoing rent to their advisers. Is that typical of professionals?...
What Makes an Ideal Advice Client – Part 3 – Complexities

What Makes an Ideal Advice Client – Part 3 – Complexities

I love Netflix. I understand why their shows have earned more Oscar nominations in recent times than all other studios combined. Considering how they have grown from just another DVD rental service to become the world’s largest creator and streamer of quality...
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