The Illusion of Control

The Illusion of Control

“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...
Is Bigger Better?

Is Bigger Better?

I was consulting with a firm recently. They sought advice concerning their massive growth opportunities. Like most advisory firms today, they were enjoying a solid flow of new clients. Thanks to good networks, they were also attracting talented senior advisers...
What Makes an Ideal Advice Client – Part 4 – Achieving More

What Makes an Ideal Advice Client – Part 4 – Achieving More

Seen the Red Bull ‘gives you wings’ ads? Whether you like the drink or not, Red Bull’s advertising clearly aims to inspire people to achieve more in their lives. A similar message for financial advice. ACHIEVE MORE Valuable advice provides clients...
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...
The Advisers Netflix Moment

The Advisers Netflix Moment

My eldest daughter loved her first job. It was in our local video store during her last years at high school. Way back, she was always the one we had to drag out of the place by the collar of her Wiggles dressing gown every family video night. Her joy working there...
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