HOW DO YOU DECIDE WHO GETS SERVICE

Nov 03, 2017

I’d love to share more about the flaws in the way many advice firms approach their service offers, and the tweaks that can be made to turn them into something more progressive and better aligned with the expectations of clients in the digital age

In doing, hopefully it’ll provide more...

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THE REVERSE AUDITION

Oct 19, 2017

Today, I want to talk a little strategy for approaching potential strategic partners which flips the traditional model on its head and actually has a higher success rate. 

Here comes the reverse audition.

One of the gentlemen I have an opportunity to meet with pretty regularly is Paul Feeny....

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THREE QUESTIONS TO HELP YOU MASTER YOUR FIRST APPOINTMENT

Oct 12, 2017

There’s a saying I love to share when it’s appropriate.

Learning is a spiral. Mastery requires deep, repeat practice

Martial artists will get it immediately. Those who know Mr Miyagi’s “wax on, wax off” scene may also identify.

It’s the idea that...

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3 ONBOARDING EMAILS YOUR ADVICE FIRM NEEDS TO SEND

Oct 05, 2017

Let’s talk about the first 90 days of a client’s life in your business.

How important are those first days to the relationship? How important are they to future efficiency? How important are they to your long term success, and to the success of the client?

What’s your answer?...

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THE HUGE FLAW IN MOST ONGOING SERVICE OFFERS (AND HOW TO STOP IT)

Sep 05, 2017

So Mr/ Ms Adviser, let me just clarify this a little”

“If I understand right, the level of service I’m going to get is defined by how much money you receive from me, is that right?“

“So my question is; how exactly does this relate to what I actually...

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FOR ALL YOU FINANCIAL COACHES OUT THERE: WHY NO-ONE (INCLUDING YOU) REALLY WANTS ACCOUNTABILITY

Aug 28, 2017

Hey there, my progressive financial coaches out there.

Love your work. Keep doing it and finding ways to make it more efficient, more automated and more cost effective.

We need you to change the way people feel about the ‘b’ word.

Quick question though.

It’s about that...

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WHY YOUR FREE FIRST APPOINTMENTS DON’T WORK (AND WHAT WILL INSTEAD)

Aug 17, 2017

If you’ve been working in advice for more than ten minutes, you’ll have probably been taught to offer a free first meeting.

I won’t beat around the bush on this.

No-one wants your free first appointment.

If you genuinely don’t agree, go create a facebook advert offering...

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THE RELEASE VALVE

Aug 01, 2017

Most successful people don’t burn themselves from too much work. They go out, enjoy and try a different environment.

Discover here reasons why you have to release and recharge to be able to boost productivity!

Check out my new Vlog: The Release Valve.

If you want to go faster contact...

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THE POWER OF PERSISTANCE

Jul 27, 2017

Ever wondered what is stopping your great idea from becoming a reality? Why your marketing strategy is not performing as you expected? It might not be a question of technique or planning, but of execution. You might be hitting a lot of hot buttons but you may be forgetting an important factor:...

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WHY THE CAUSE OF YOUR SOA INEFFICIENCY ISN’T WHERE YOU THINK IT IS

Jul 25, 2017

If you want to make your advice business a super firm in the future, you need to focus on this ONE overlooked area. By shifting your focus, your firm will be following the strategy of Facebook, Google and even acorns investing. Here is how you can stand on the shoulder of giants.

Check out my new...

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