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...
Most firms that engage our consulting services want three outcomes: to build a business that is independent of any one person’s personal efforts in the areas of sales, administration, advice or management; to grow a community of ideal clients who value their services...
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...
