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…
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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…
The more things change…
It wasn’t that long ago that our industry was struggling with too many clients, not enough advisers and a perceived mis-match between fees and value.…
The advice business is all about helping people
On any given day, in the media or at any industry conference /gathering, it’s a fairly good bet that technology (AI anyone?) will be figuring…
Efficiency isn’t just about tech
We’ve been pleased to be able to work this year with Iress through their innovative Advisely initiative, which has one of its main objectives to…
You’re worth your fees, right?
According to our latest data, the average fee being charged to advice clients today is $3,852; to be certain, this is simply the average being…
“Here’s how we do things around here and why” (onboarding a new employee)
You don’t need us to tell you how important your people are. So we won’t, other than to say… they represent the biggest and most…
It’s all new for new clients
It is often said that within the first seven seconds of meeting, people will form a solid impression of who you are and start to…
Different strokes for different folks – 1 in 7 clients are self-employed
Clients who are self-employed generally have different and more complex advice requirements and, as such, demands (our view) a differentiated approach from their adviser. Given…
The victory of the urgent
Why is it that urgent almost always takes precedence over the important? Is it simply the squeaky wheel impact? Will it really matter if the…
You hire a coach because – they’re not you!
5 tips to getting the most out of working with an external coach. Business plans don’t always work out (as planned …sorry!). It’s been our…
Seven essential truths about working from home
Working from home/hybrid work was ushered in courtesy of the global covid pandemic – in February this year, research* we conducted indicated that a massive…
Don’t let the sound of your own wheels drive you crazy
It’s no surprise that against a global background of political, economic and societal change, we’re noticing increasing levels of disengagement in business – between employer,…
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