BusinessHealth

The correlation between feedback & profitability has remained a constant feature in data analysis for 20 years 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 turmoil of COVID-19. Reviews are being undertaken across all facets of the clients’ financial plan, communication has lifted in terms of relevance, frequency and medium, meetings have continued to be held (albeit virtually), staff are continuing to…

“Never waste the opportunity offered by a good crisis” Niccolo Machiavelli, Italian diplomat, writer and philosopher, 1469 – 1527  Perhaps the greatest upheaval for many businesses today (especially the small to medium sized) is the need for their staff to work from home – either full time or on a rotational basis. Outside of an international health crisis situation, working from home is a much more common occurrence with our North American clients who have been successfully managing remote staff…

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 last five years and it is continually trotted out as the key differentiator of many firms. While it’s easy to include in elevator pitches, email footers, marketing collateral and websites, the more discerning consumers (be they clients, prospects or key referral partners) will quite rightly expect more than a well scripted tag line. When it…