Reducing Dependency – Building Great Advice Firms

Reducing Dependency – Building Great Advice Firms

by | Sep 20, 2023 | advice skills, best practice, Certainty Advice, client conversations, Client Meetings, Client Offerings, Consultative Approach, Delivering Value, dependency, Engagements, future of advice, Future of Financial Advice, growth, Growth Stress, Leverage, Meetings, perfectionism, Profitability, underdelegation, Value of Advice

I know the problem with my golf game. The guy holding the club. My instincts want to hit the ball too hard because my ridiculous golf brain believes ‘bigger is better’. On the odd occasion when my instincts produce a great shot, it’s usually a fluke....
Under-Delegation – How to cripple an advisory firm

Under-Delegation – How to cripple an advisory firm

by | Aug 16, 2022 | best practice, Brand Development, Business Performance, Business Planning, Career Management, Future of Financial Advice, growth, Growth Stress, Leadership, Measures of Success, perfectionism, Priorities, Productivity, Professionalism, Profitability, stages of growth, Successful On Purpose, Uncategorized, underdelegation

Know any Texans? If you have to think about it, the answer is probably no. These guys stand out. I’ve been there several times and have never met a timid one. In the early 1980s, I worked in a small Australian software firm founded by Bruce – a tall, lanky...
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