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...
Back in 1985, I thought I found the perfect niche. Cattle breeders embracing technology. I had their perfect ‘solution’ – basically, it was me providing a XT twin-floppy computer complete with green screen, 256Kb of memory, meagre software, on-site...
What is growth in 2022? For some firms growth in revenue is easier than growth in team members. For some firms growth in profits is easier than growth in amount of time off. For some firms growth in clients is easier than growth in ideal clients. For some firms growth...
One of my favourite books is Daniel Kahneman’s Thinking, Fast and Slow. The following is from the book’s introduction… “As we navigate our lives, we normally allow ourselves to be guided by impressions and feelings, and the confidence we have in our...
What kryptonite was to Superman, disrespect is to advice relationships. A few months ago one of my clients engaged a significant advice client. Prior to engaging, I worked with them to assist in the engagement and pricing. The prospect represented the type of advice...
Congratulations to the recently announced Top 100 Financial Advisers for 2020. After exhaustive research and analysis by The Australian and Barrons, this list of talent represent the best in Australia. They deserve their accolades as do all high achievers and leaders...
