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...
Facing the inconvenient truth – disappearing on-going advice fees….

Facing the inconvenient truth – disappearing on-going advice fees….

One of my favourite books is Daniel Kahneman’s Thinking, Fast and Slow.  The following is from the book’s introduction… “As we navigate our lives, we normally allow ourselves to be guided by impressions and feelings, and the confidence we have in our...
Adviser’s Balance Sheets

Adviser’s Balance Sheets

“There’s so much opportunity for financial advisers in today’s market”. Samantha Albiez is Senior Adviser with Bravium, a self-licensed boutique advisory firm in downtown Braddon, Canberra. The firm specialises in SME owners, young families, busy professionals and...
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