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....
Have you heard Nigel Marsh speak? He is good. An ex-marketing executive, he started EarthHour in 2007, the Sydney Skinny Swim in 2013 and has managed to accrue over 5.3m views of his work/life balance TED talk. His message was about navigating the constant white water...
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 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...
“I just want a handful of good clients without all the stress and grief.” This was from the principal of a well-established firm with a fast-growing team. It is a common situation facing owners who appear to have built a successful advisory firm but who...
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...
