What Makes An Ideal Advice Client – Part 6 – They Pay

What Makes An Ideal Advice Client – Part 6 – They Pay

During a pricing workshop last month at the Affinia conference on Hamilton Island (is that place the world capital for golf carts?), an adviser shared a fee problem. An aged care expert in his team could not reconcile charging an advice fee equivalent to the price of...
What Makes an Ideal Advice Client – Part 5 – Takes Advice

What Makes an Ideal Advice Client – Part 5 – Takes Advice

I love planes. I firstly obtained a gliders license in an old Blanik soaring above Narromine in 1980. I qualified for my private fixed-wing pilot license in 1984 at Camden airport when paddocks and chicken sheds still surrounded it, and later a commercial helicopter...
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...
The ridiculous sophisticated investor…

The ridiculous sophisticated investor…

Back in the late 1800s, sea passage had its perils. Unfortunately, some of the worse were man-made and systemic to the business of delivering cargo worldwide. The over-insured and over-loaded ‘Coffin Ships’ provided a rewarding alternative for villainous...
Pods or Pools? Building Productive Advisory Teams

Pods or Pools? Building Productive Advisory Teams

Advice firms start like most things in life – tiny. Like parents and their newborns, tiny firms owe their early years to their founders. They grow client by client, either delivering value or not. The value deliverers attract more clients, service existing...
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