Ready? Are we ever ready for new things? In retrospect, don’t all of our attempts at new things suck initially? Were you ready for your first child? Were you ready for your first ever client? Were you ready for your first ever employee? Were you ready for the...
Yeah, times are tight. But its not an excuse to ignore the careers, aspirations, goals and hopes of your ‘up-and-coming’ talent. No 25-34 year old up-and-coming talent in your firm is going to peg their future on your ‘good intent’ or talk about their future potential...
Ten years ago I ran a workshop on the topic of “Developing Your Team” (or some topic like that) for a group of about 20 advisers in Queensland all from a large national financial planning group. It was a disaster. I took the view (stupidly in retrospect)...
In a usual week, we receive one unsolicitored CV or enquiry from an aspiring adviser looking for a new advice firm they hope will better progress their career. They’ve read our stuff and figure we can provide introductions to the firms they seek. This week...
I sit on a number of ‘boards of advice’ of financial advisory firms. These ‘boards’ review business performance, formulate business plans, provide accountability to plans, and assist with the unique implementation challenges of change and development for each firm. To...
Earlier this month, we ran a workshop with values-based planning guru Bill Bachrach. 185 advisers from around Australia and New Zealand gave up their Saturday and came along for an intensive skilling day, to understand some of the concepts behind Bill’s value-based...
