I love Monty Python humour. Remember the crucifixion or freedom skit from “Life of Brian”? Michael Palin playing the whimsical centurion questioning a line-up of captives regarding their fate or freedom. Many financial advisers seem to have become...
The toilet roll is an appropriate icon for the coronavirus. Like our confidence, we take our toilet rolls for granted. Until there are none left – all grabbed by fear. The same fear that steals our confidence. Add in the terrible elements of our social media habits,...
There’s something about a burning smell that’s hard to ignore. Instinctively, that smell distracts us until we can locate the cause or origin. Which is why it’s SO important to address anything that might be ‘burning’ in the financial lives of our clients as soon as...
In Part 1 of this series about the first five minutes of client meetings, I discussed the importance of “setting the context of the meeting” to effectively take control of important client engagement and progress meetings. The focus of Part 2 and second crucial...
Do your clients deserve the best you can offer? Remember your first clients? Remember how hard you worked to really excel and hopefully earn their trust and future work? Back then you knew shoddy or late work would not provide the opportunities to get off the...