Choosing the path that’s right for you – ten mistakes to avoid
It’s fair to say that there will be a good deal of soul searching, mirror gazing and earth moving in the world of financial advice…
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What’s different this time around?
I can recall the moment vividly – it was mid November 2018 and the last day of a three-day conference which had been attended by…
How are your staff travelling?
In recent blogs I have commented about the wisdom at this time, to seek feedback from your clients – how are they perceiving the service…
Busier than mustard trying to ketchup?
From my regular discussions with advisers all over the country it’s clear that, they are doing everything in their power to assist their clients during…
The correlation between feedback & profitability has remained a constant feature in data analysis for 20 years
The correlation between feedback & profitability has remained a constant feature in data analysis for 20 years From my regular discussions with advisers all over…
Working From Home – Make WFH a positive for your business
“Never waste the opportunity offered by a good crisis” Niccolo Machiavelli, Italian diplomat, writer and philosopher, 1469 – 1527 Perhaps the greatest upheaval for many…
Client Centric – Really?
There is not one advice business in the country that would not describe itself as “client centric”. This has become the buzz phrase of the…
Client numbers almost halved in a decade
The headline takeout from our recently released industry analysis (Future Ready VIII) is undoubtedly the dramatic reduction in average client numbers per firm from 715…
Cultural Commonalities
A lot has been written over the years about the importance of workplace culture – it is the subject of thousands of books and is…
Remind me again – why am I working for you?
As most business owners tell us, it’s hard to find (and then keep) good people – especially in an industry such as financial services, whose…
Client reviews – a keystone for success
Of all the interactions an adviser has with his/her client throughout the year, there’s no doubt in my mind that the review is the most…
In honour of Phil Guest – lessons that should not be forgotten
It was the saddest of news… one of the ‘best’ financial advisers I had ever known passed away a few weeks ago. And while we…
Converting unintended consequences into opportunities
We’re currently in the process of finalising our latest analysis of the ‘health’ of Australian advisory practices (Future Ready VIII) and have noticed a few…
The Care Factor
A good friend of mine lost his son to cancer not long ago, something no parent should ever have to experience. Even though this would…
When you’re up to your armpits in ‘gators
“It’s hard when you’re up to your armpits in alligators, to remember you came here to drain the swamp” – Ronald Reagan, President of the USA…
Decision is made… you’re out of here!
Not a week goes by without yet another industry stat estimating that at least 25% of advisers will be leaving the industry over the next…
It’s all about the vibe!
In the 1997 Australian movie classic, The Castle, friend and local (inept) solicitor Dennis Denuto strives to answer the judge’s questioning of his action on…
Sub scale practices are marginal at best
We’ve just begun to analyse our latest dataset (based on practices who have ’HealthChecked’ their business over the last 18 months). And while there is…