Showing Up – The #1 Advice Productivity Measure

Showing Up – The #1 Advice Productivity Measure

An advisory team’s best days are usually those spent in front of their clients. As most people join the advice industry to help others lead better financial lives, the time spent in client discussions, resolving issues, identifying forward steps, and creating...
The De-Brief Meeting – A Key to Build Firms Not Jobs

The De-Brief Meeting – A Key to Build Firms Not Jobs

The old fisherman with the summertime job running the rusty merry-go-round on Terrigal Beach taught me how to rig my fishing lines. He reckoned there was only one fishing knot I’d ever need – the locked half-blood knot. While my mates say I’m wasting money...
WordPress Image Lightbox Plugin