William Francis Sutton was an American bank robber. When asked why he robbed banks, he allegedly responded: “…because that’s where the money is.” Medicine has used “Sutton’s Law” when training students as a metaphor to...
Jenna is an adviser in her early thirties. Her technical background is accounting, her personal background is caring She made contact when a good advisory client did not re-engage after only twelve months of working together. While she didn’t expect every client...
Read Good Walk Spoiled? I reckon it’s a great book. It’s about golf, but really a story about characters. Characters under pressure. That’s golf – either a casual hit or a classic test of character. At the highest levels of the game, the classic tests can be...
Is your advice firm striving to crack the ‘High Net Worth’ market – i.e. rich people? It’s not getting a bit ‘old-fashioned’ for advice firms is it? I suppose if you use other people’s money to make your money, the high net worth client is a logical focus. Similar to...
In my last post (Part 1), I shared my memory of a conversation that took place at one of my recent one-day workshops in Brisbane, between Lance Cheung of the ‘tiny giant’ firm Parinity, and a number of older, more experienced advisers. The conversation launched when...
