Every August, I spend an evening at my old school answering questions from Year 11 students as they share their post-school career options. My sessions are generally Q&A events for kids interested in small businesses. Last week’s questions ranged from what...
How could you possibly make your advising any better? Has the thought occurred to you that the greatest advancement you might make in your advisory business isn’t a new product, service, platform or dealership? That it might just be how you advise your clients? For...
Earlier this month, we ran a workshop with values-based planning guru Bill Bachrach. 185 advisers from around Australia and New Zealand gave up their Saturday and came along for an intensive skilling day, to understand some of the concepts behind Bill’s value-based...