Do your clients deserve the best you can offer? Remember your first clients? Remember how hard you worked to really excel and hopefully earn their trust and future work? Back then you knew shoddy or late work would not provide the opportunities to get off the establishment runway and fly...
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Why do your advice clients engage? For greater returns or greater certainty? I was reminded of this question looking at Google’s headlines last week with their ‘driver-less’ car? Did you see them? Google are making big promises about “changing our world” – what do you reckon? For me, there’s no...
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I ended my last post by asking you whether, if your role was not so much that of a ‘financial planner’ as a ‘financial project manager’ for your advice clients, you would still price just for your ‘bit’ of advice. One thing is becoming clearer to me. There are an...
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It didn’t go as well as I’d hoped. They were seeking advice and direction for their combined financial planning and accounting operation. We didn’t get far, because two of the three partners believed the financial planning proposition was all about investments and the accounting proposition was all about tax. They...
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Recently, Dieter Tode of Wealth Plus Solutions has been getting an impressive number of referrals coming through. So we quizzed him about his approach. When asked what he thought was the most important thing he’d done in the process of seeking referrals, Dieter said he thought two things were very...
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