In Charge & Letting Go of Control

In Charge & Letting Go of Control

A 24-year-old adviser in one of our Certainty Advice firms, engaged a $12,000 new advice client last week. The striking aspect of this engagement was that the 24-year-old adviser is still in her professional year. Technically unqualified? Yes. Compliant? Yes....
The Toughest No’s of Growth

The Toughest No’s of Growth

With apologies to my first favourite author – Dr Seuss. No is no foe to grow. For grow without no is the toughest of grows. In his book  “The Cat In The Hat Comes Back”,  Cats A through Y unleashed incremental mayhem until the tiniest Cat Z makes...
Is Bigger Better?

Is Bigger Better?

I was consulting with a firm recently. They sought advice concerning their massive growth opportunities. Like most advisory firms today, they were enjoying a solid flow of new clients. Thanks to good networks, they were also attracting talented senior advisers...
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