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…
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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…