Financial uncertainty is thriving. Thriving, almost out of control it seems, unlike any period in our current generation. It’s largely due to the lack of leadership. It’s tricky being a leaders when things are uncertain. Whilst we can have little effect on the...
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....
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...
Want to make money next year? Here’s a thought – change your ‘client review meetings’ to ‘client re-discovery meetings’. Make it an aim for the clients to have a ‘discovery’ during their next annual client re-discovery meeting. Why? Because it will engage your clients...