One aspect about my job I enjoy are the regular requests each day to catch up (and I send a few myself too…) for a coffee. There are several motives behind each request to catch up but by far the most common from advisers running advisory firms is something like: I’m...
How do you know if you have the right proposition? You don’t. An adviser’s proposition isn’t like Coca-Cola’s secret drink formula or Google’s secret search algorithms. Financial advisers are in the intangible business of value definition and creation which varies...
Are we as advisers too focused upon what’s not working in today’s marketplace that we are forgoing great opportunities? Are we too blind-sided by non-performing markets, impending legislation, and continued economic gloom that we have become nervous spectators to a...
The proposition of first choice for financial advisers must surely be uncertainty itself. We’re at a tipping point on so many fronts that the only certainty for the financial lives of our clients seems to be continued uncertainty in their financial lives. On one front...