ADVICE FOR THE MAJORITY

ADVICE FOR THE MAJORITY

What do advisers do? Maximise returns, protect risks, anticipate complexities, minimise costs, reduce stress, remove distractions, test assumptions, and change client’s long-term habits. Advisers are in the confidence business. They convert a client’s doubts into...
What advice for Laurie?

What advice for Laurie?

Laurie wants to stop and retire. Originally from New Zealand, he built a landscaping business from nothing in 1986 to the best on the north coast. He reckons he is working harder than ever. Finding and keeping staff is getting harder. Dealing with their attitudes is...
Financial adviser, imposter or both?

Financial adviser, imposter or both?

Both my parents smoked. Like chimneys. As kids, we’d munch down our morning cornflakes surrounded by last night’s dirty ashtrays. The perfect Christmas present for Dad was a sparkling new ashtray. Little did we know the dangers of smoking. Kind of...
Building Deep Client Trust

Building Deep Client Trust

How do advisory firms methodically create and manage deep client trust? While protecting profitability and reducing dependency, building advice platforms and skills for advice teams to build deep trust in their client relationships is the third of six principles...
Reducing Dependency – Building Great Advice Firms

Reducing Dependency – Building Great Advice Firms

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....
Fighting Helplessness

Fighting Helplessness

Heard of Learned Helplessness? It is a condition first researched in the 1960s by a team of psychologists that included Professor Martin Seligman. A group of dogs were given mild electric shocks. Some dogs could press a button to stop the shocks, while a second group...
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