Got a call last week from an old client for whom we did benchmarking work fifteen years ago. His son joined him in business about five years ago. Sensibly at that time, they made the hard decisions required to setup a sustainable foundation for their future making the...
Finding it hard to get to those important but non-urgent projects? Happy with activity, but still hoping it will soon reflect on your bottom-line? Feeling lost as to how others seem to find time that you can’t? Blaming your software, systems, procedures or people for...
Life Insurance has to be sold mate! I have heard the above line often from financial planners and life agents claiming that without ‘sales tactics’ and ‘insurance commissions’ a lot of Australians would be in fair worse position than they are today if they hadn’t...
Expect to see a lot more of this type of advertising similar to this recent ad from the AMP giant. Also expect to see some significant ‘creative destruction‘ consequences. Is there anything wrong with ‘specials’ and ‘discounts’ ? Of course not – my wife loves...
What are we meant to do? I mean in our role as financial services professionals, what is our immediate focus when in front of our clients? Help the ambitious business owner get another extension to their overdraft , or help them restrain their financial ambitions and...