1 + 1 should equal 3
We’ve written previously about this topic – when two firms come together through merger or acquisition. And given the increase in such activities over the…
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Acquisition is easy, retention is profitable
According to Business Health’s latest research, while 71% of clients believe they have close contact with their adviser, just 37% indicate they would remain with…
Estate Planning Services: optional until they’re not
The demand from clients for estate planning services continues to grow – and clearly presents an opportunity for new client acquisition and for increasing services…
If something happens to you, what happens to… everyone else?
The untimely death of a financial adviser can lead to catastrophic outcomes for an advisory practice, its owners and their families, staff and clients alike.…
Salaries & compensation trends – the happy hybrid working environment
Staff represent the biggest and most strategically important investment any financial advice firm can make – their salaries comprise, on average, 44.9% of a firm’s…
If your clients need a financial plan, why don’t you?
Eight steps to a more satisfying, less stressful and more profitable 2026 At the risk of seeming cliché, I can say with confidence that while…
Are you staying or going? Do your clients know?
Clients don’t know your plans for the future until you tell them. But they can make assumptions (as can their children). In this piece we…
Every change presents an opportunity
Louise Biti, Founder and Director of Aged Care Steps, recently wrote about the new Aged Care Act which is poised to come into effect on…
Some things don’t change, no matter where you are
What we can learn from US advice firms Two BH principals recently returned from working with clients in the US and while they mostly worked…
Getting more done
In our last article we discussed the notion that, for many, more is being said than actually done. Lots of talking and not enough walking.…
When all is said and done, more is said than done
For many business owners, uncertainty, coupled with a straightforward lack of time to focus on the big picture (and we all know what that’s like!)…
5 ways to avoid paying the piper when buying, selling or merging
Whether you’re buying, selling or merging an advice business there will be a number of factors at play which, while not perhaps garnering the attention…
The marketing plan you should have when you don’t need a marketing plan
Most of our advice firm clients have told us over the last few years, they have no problems attracting new clients, while their established clients…
The time to repair the roof is when the sun is shining
‘The time to repair the roof is when the sun is shining’ – J.F. Kennedy The interest in M&A, buying/selling and succession planning in general…
5 Things you and your clients probably don’t know about each other (and probably should) (part 3 of 5)
Picking up from our theme of last year, this is the third of our 5 part series in which we drill down to specific actions…
5 things you and your clients probably don’t know about each other and probably should (Part 2 of 5)
Part 2 – Do you really know how satisfied your clients are? The only way to be absolutely certain that your clients are satisfied with…
5 things you and your clients probably don’t know about each other and probably should (Part 1 of 5)
Continuing on from our recent webinar (slides available here: <5 things you and your clients probably don’t know about each other (and probably should)>), this…
It’s not you, it’s me. When one relationship ends…
Feeling a tad melancholy. Last week’s rain bought with it some unhappy news, as the CEO of a long-standing client informed us that he’s planning…
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