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...
The Toughest No’s of Growth

The Toughest No’s of Growth

With apologies to my first favourite author – Dr Seuss. No is no foe to grow. For grow without no is the toughest of grows. In his book  “The Cat In The Hat Comes Back”,  Cats A through Y unleashed incremental mayhem until the tiniest Cat Z makes...
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...
Team best interests or client best interests?

Team best interests or client best interests?

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...
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