You know that milk ad where the guy walks into his corner store asks the lady for milk? She blandly spiels out the multiple varieties of different milk. Having asked a simple question, the guy gets confused now not knowing which one is right for him. He just wants...
It’s hard to care for someone you don’t respect. Following on from Part 1 of How to Identify an Ideal Advice Client, when you are delivering ‘tough’ advice it really helps if you genuinely CARE about the individual(s) you are advising. Because when you care, it...
Yeah, times are tight. But its not an excuse to ignore the careers, aspirations, goals and hopes of your ‘up-and-coming’ talent. No 25-34 year old up-and-coming talent in your firm is going to peg their future on your ‘good intent’ or talk about their future potential...
Lance Cheung and Keiren Murphy ran a up-and-coming tiny advisory giant called Parinity (i.e. small in size but destined to be a giant among future advice firms) from Brisbane’s garden suburb of Ascot. We spoke earlier this week about a common and constant struggle...
Back in 2007, a few great advice firms, like Troy MacMillan’s The Wealth Designers, based in West Perth, Greg Keady and Jeff Wain’s Melbourne Private Wealth, based in South Yarra, and Brian Pert’s Pert and Associates, based in Southport, were being innovative with...