Advice MoneyBall

Advice MoneyBall

We listen to a lot of adviser-client Discovery conversations. That’s our job. We can’t transform advice skills without working deep into the details of what’s said in client meetings, which only recordings of Discovery and Engagement conversations can provide....
The problem with systems…

The problem with systems…

Michael Gerber was right. Systems can improve every aspect of our work lives by providing the necessary frameworks to help busy technicians create solid businesses. Gerber’s book – “The E-Myth Revisited”- created a new language for small...
JOE, THE GREAT ADVISER

JOE, THE GREAT ADVISER

Listened to any of Pushkin’s podcasts? They pump out some great ones. A favourite is “The Happiness Lab”, which lives up to a promise showing how our brains are not always our best guides for our well-being or progress. Another one – “Against the Rules” – is just as...
GET LEVERAGED

GET LEVERAGED

Some lessons from the covid pandemic promised to unleash new productivity growth. Studies don’t prove it. Yet. The Economist reported that post-pandemic spending is reinforcing supply lines, re-building inventories and attracting talent from the tiniest unemployment...
ADVICE SKILLS OF THE FUTURE

ADVICE SKILLS OF THE FUTURE

I was a COBOL programmer. Not a very good one, but that didn’t matter in the early 1980s. Back then, every Tuesday’s Australian newspaper featured a twenty-four-page IT section, of which many pages advertised programming and analyst positions available, with most from...
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