I’m a COBOL programmer. We moved out of our family home of 32 years last weekend, and I found an old coding template with a few punch cards that I have kept since the late 1970s. I didn’t think I was a hoarder (maybe?). It took me back to when the talent...
I’m a rugby union tragic. I loved playing the game until one too many concussions meant I shouldn’t run on ever again. I love watching local games. A highlight of my sporting year used to be watching our Wallabies in national games. Unfortunately, our team...
Twenty-one years ago, I conducted a qualitative survey of Australian financial advisers with John J. Bowen Jr and Russ Alan Prince. The objective was to identify the client proposition advisers regarded as crucial to the future of financial advice. Russ’ team had...
I’ve messed up again. I’ve used a story in two of my books incorrectly. The story is of a small group of WWII refugees scared so witless they have paid a guide to flee through freezing, mountainous, and enemy-infested terrain into safer territories. The...
The first benchmark of significance to me was a number of flip-flaps. When I could do ten flip-flaps at one time, I’d make the school’s gymnastic team. Gary Kurtz from my class did it. But I could never get to 10. I have slowly moved on from my missed benchmark of...
“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...
