Clients often want advisers to deal with just one element of financial planning…their current “burning issue” that triggered the need for advice to begin with. Getting...
Knowing that your financial advice is suitable for a client is something that every professional adviser is willing to attest to, but proving it when challenged...
Buying a practice or buying another advisers book of business is, or will be, a really hot topic given the dramatic regulatory changes happening and the...
“Investors spend 475 hours a year worrying about money” apparently. Well I bet the people who don’t have enough to be considered “investors” spend a heck...
Whenever the topic of the “advice process”, or compliance, comes up most advisers imagine themselves as the plane in this picture: Compliance is largely considered a...
It seems obvious, yet somehow it isn’t. The more you know about your customers the more business you cando with them. Can. Not “will do with them”….but “can”. Market...
Having bought into the need to engage with prospects and clients until they are ready to move ahead the next burning question from advisers centres upon...
This should be a self-evident truth that requires no explanation, but apparently it isn’t: Your clients will stay with you longer and be more valuable to...
We tend to get the behaviour which we reward repeatedly. Kindergarten teachers know it, so why don’t the leaders of professional services firms know it and...
Everyone is after the good advice clients it seems…or are they? Robo-advisers, direct marketing, 24/7 online transaction facilities, product kiosks and over the counter solutions to...
