The Value is the Journey

The Value is the Journey

I love trekking. I used to regard anyone walking with poles as a tad too keen. Now I’m one of those pole people. It is not just the poles. I’m discovering all sorts of great, weird stuff. For instance, I don’t know what it is, but I find the combination of conversing...
The Value is in the Detail

The Value is in the Detail

I used to coach a guy I call Adviser Tony. Nice guy, experienced, founder of a successful advisory firm and well-respected in the advice industry. Tony once told me that when his clients ever squabbled about how they wanted to spend their retirement monies, he...
The Advice Gap

The Advice Gap

I love the bush. I reckon it has something to do with my four grandparents being raised in NSW’s central west. It never ceases to amaze me how much I enjoy touring on unmarked open country roads with windows down and the elements whooshing in. Even when...
Pods or Pools? Building Productive Advisory Teams

Pods or Pools? Building Productive Advisory Teams

Advice firms start like most things in life – tiny. Like parents and their newborns, tiny firms owe their early years to their founders. They grow client by client, either delivering value or not. The value deliverers attract more clients, service existing...
Financial Advice for the coming “Reconsideration” decade

Financial Advice for the coming “Reconsideration” decade

Is the first year of this decade over yet? Hardly. This week’s Economist leaders suggest, what the 9/11 attacks did for air travel, covid-19 has done for what we consider ‘normal’ – tests, masks, lockdowns, tracing, documentation, zoom, climate...
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