Covid-19 means different things to different advisory firms. I believe this pandemic has identified at least four different types of firms. So far, at least. First, there are the “plodders”. Plodders These are ‘steady’ firms. They didn’t...
Interested in fast-tracking your team’s understanding of client value by at least 50% in just a month? I’m serious. I appreciate your business training and development is already a priority, but is it focused on the ‘heart’ of your advice...
I reckon financial advice industry is entering a new phase of professionalism and opportunity, only everyone doesn’t seem that excited about it. As with any change there are many advice licensees and practices that refuse to embrace anything new and evolve. No matter...
The “Consultant” Consultants thrive best in on-going chaos and complexity. They don’t just react, they are able to create, constantly add value and help their clients (and thus themselves) to desired returns as complexities of all sorts constantly appear and grow....
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...