The “Financial Carer” Good doctors tend to focus on preventing disease as much as treating it. This means understanding the patient as well as the diseases that might (or might not) be afflicting them. Similar too for financial advisers. The clients who will pay for a...
The Specialist When the going gets complex, everyone seeks out the specialist. Whether for our cars, our health, our relationships, our special morning coffee or our next choice of fly-fishing rods. Specialists make the really complex stuff simple. Like the knee...
In the old days of financial planning a few of the ‘rock stars’ headlining the conferences relating ‘how to be great’ were natural rapport builders. Their reputation and presentations stank of personality traits and habits to ‘get clients to like you’ and then they’ll...
You might be considered a tad strange if you wanted to see the surgeon’s scalpel before selecting her as the one to get your dicky knee working again. Why then do we do this when positioning our financial advice? Matt, a great young adviser from Perth, said to me last...
In the 2011 world of advice there is, amazingly, still a major disconnect between what we initially say is the value we add we later articulate as the value we have added. Thanks probably to Financial Services Reform legislation introduced over 10 years ago, we know...