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...
WHAT IS MARKET PRICING?

WHAT IS MARKET PRICING?

We’ve been looking at rural properties. One near Little Hartley looks special. Why? It sounds ridiculous, but it’s the driveway. It has a long, winding, tree-lined driveway lined with well-established liquid ambers. As you near the home, the trees open...
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...
PRICING KNOWLEDGE

PRICING KNOWLEDGE

I used to sell shoes. Florsheim shoes. I thought I was pretty good at it. However, my mates used to say anyone could sell shoes when the shop is just outside the foyer of a Hilton Hotel. “What do you expect? If you’re going to sell fancy shoes, you’re in the perfect...
Showing Up – The #1 Advice Productivity Measure

Showing Up – The #1 Advice Productivity Measure

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 De-Brief Meeting – A Key to Build Firms Not Jobs

The De-Brief Meeting – A Key to Build Firms Not Jobs

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...
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