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...
Building Deep Client Trust

Building Deep Client Trust

How do advisory firms methodically create and manage deep client trust? While protecting profitability and reducing dependency, building advice platforms and skills for advice teams to build deep trust in their client relationships is the third of six principles...
Fighting Helplessness

Fighting Helplessness

Heard of Learned Helplessness? It is a condition first researched in the 1960s by a team of psychologists that included Professor Martin Seligman. A group of dogs were given mild electric shocks. Some dogs could press a button to stop the shocks, while a second group...
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...
ADVICE SKILLS OF THE FUTURE

ADVICE SKILLS OF THE FUTURE

I was a COBOL programmer. Not a very good one, but that didn’t matter in the early 1980s. Back then, every Tuesday’s Australian newspaper featured a twenty-four-page IT section, of which many pages advertised programming and analyst positions available, with most from...
WordPress Image Lightbox Plugin