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...