Should You Advise Friends?

Feb 17, 2019

I received an awesome question this week. It's one that I've got personal experience with, and one that I know a number of people will have too.

Should we take on friends as clients? If so, what are the things to do differently?

Personal confession time. I have lost friendships as a result...

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When Clients Are Wrong

Feb 03, 2019
Recently I've had a few advisers get calls from angry disengaged clients who have been "inspired" by this Royal Commission of ours. Many of them have been clients for years, and in that time haven't responded to emails, offers of review, or anything.
 
Now though they're calling up,...
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Why Engagement Matters in 2019

Jan 23, 2019

This could be a dry year of lead generation for many advice firms. I’d like to share why and what you can do to avoid it now before the drought gets worse.

In a little under 3 weeks, I’m running the first of our programs thrice yearly two-workshops, the Excelerator.

The theme that...

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Why You Need A Shared Inbox

Jan 17, 2019
 

"I hate email", and that's no misprint.

I will expand a little though.

Email if used wrongly is an absolute demon technology, which will drain you of every precious minute of focus and energy that should be used for more productive things.

That wouldn't fit in a subject line though.

One...

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The Truth About Accountability

Jan 15, 2019

 85% of people reading this article will not achieve what they aim to this year. It’s not that they’re not capable, it’s not that they can’t, it’s simply that there is a gap between their intention and their actions

As the old saying goes, “Everyone...

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5 Silicon Valley Advice Trends

Dec 26, 2018

This blog was first published in Robeco Australia’s Insights newsletter, a monthly smorgasbord of advice-related content from one of the world’s leading investment engineering firms. To check out other great content that’s been produced for Robeco since this article...

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The Strong Correlation between FASEA and Anonymous?

Nov 21, 2018

My colleague and friend Steve Crawford likes to tell it like it is.

I don't always agree with everything he says, but I respect the fact that he believes in what he's saying and is willing to say it out loud. It comes from a good place.

If you don't know Steve, you can find out about the amazing...

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The small stuff at the start

Nov 04, 2018

Is it a human thing to notice the small touches or just some of us?

I remember walking into a clients office for the first time and being blown away by the simplest of things.

The person behind the reception desk - it was one of those tall desks that means you can only see the eyes of the...

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The Information vs Action Paradigm

Nov 02, 2018

In the last two years, 90% of the information created since the beginning of time was created, to me, that's mindblowing.

Elon Musk was recently interviewed by Joe Rogan and he put forward an interesting point.

Every human being with a smartphone is now a cyborg (human/ robot hybrid). In essence,...

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5 Step Escalation Process

Oct 25, 2018

I’d like to share with you five step tips for getting clients to move more quickly through your engagement process, from first appointment through to delivery of advice, thereby adding velocity to your pipeline.

One of the things I often do with businesses who have issues with efficiency or...

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