What is a ‘rich’ conversation? From my observations of firms that do them well, rich conversations differ from the majority of conversations in a number of ways. And they can be hard in the beginning. All of a sudden asking new (and existing) clients questions like...
How could you possibly make your advising any better? Has the thought occurred to you that the greatest advancement you might make in your advisory business isn’t a new product, service, platform or dealership? That it might just be how you advise your clients? For...
Of the many things I’m learning from my advisory firm clients implementing their own approach to certainty-based advice, is how hard it actually is to industrialise the conversation they have with their advice clients each year as to why the client engages. No Free...
Financial uncertainty is thriving. Thriving, almost out of control it seems, unlike any period in our current generation. It’s largely due to the lack of leadership. It’s tricky being a leaders when things are uncertain. Whilst we can have little effect on the...
What would your financial advice business look like without it’s on-going revenue? Can you remember back before mid-1990’s when most revenue in financial services was up-front? Can you remember what that was like? Could you and your business go back there (and would...
The “Consultant” Consultants thrive best in on-going chaos and complexity. They don’t just react, they are able to create, constantly add value and help their clients (and thus themselves) to desired returns as complexities of all sorts constantly appear and grow....