Reducing Dependency – Building Great Advice Firms

Reducing Dependency – Building Great Advice Firms

I know the problem with my golf game. The guy holding the club. My instincts want to hit the ball too hard because my ridiculous golf brain believes ‘bigger is better’. On the odd occasion when my instincts produce a great shot, it’s usually a fluke....
Why Buy a Client Base or an Advisory Firm?

Why Buy a Client Base or an Advisory Firm?

I’m currently working with several firms considering a client base or business purchase. Each has different reasons. One wants to achieve more significant ‘economies of scale’. One wants to fill a gap in the range of expertise. One is on an...
The Four Advice Hurdles of 2023…

The Four Advice Hurdles of 2023…

Advisers thrive because they anticipate, worry, prepare and manage complex client issues. Good advisers are masters at it. Great advisers are masters at doing the same for themselves. There are several hurdles facing advisory firms in 2023 – for advisory teams...
Bankers becoming Advisers

Bankers becoming Advisers

For different reasons, all our kids left home once they finished school. The eldest, the family’s best writer, went west to Bathurst to study marketing. The determined actress left Australia to chase opportunities in Vancouver’s film industry. The quiet achiever and...
Under-Delegation – How to cripple an advisory firm

Under-Delegation – How to cripple an advisory firm

Know any Texans? If you have to think about it, the answer is probably no. These guys stand out. I’ve been there several times and have never met a timid one. In the early 1980s, I worked in a small Australian software firm founded by Bruce – a tall, lanky...
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