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Like It Or Not Client Video Meetings Are The Future As a modern Advice Professional, there is perhaps no better tool for creating scale whilst also improving your client experience than through Video Meetings. I have personally had more than 12,000 client meetings via video. I have heard almost every argument for NOT moving a client base towards video... [Keep reading]

News Flash! You live in 2019 and today having a digital presence isn't about being 'cutting edge' its about just remaining relevant. Advice and Service Business is all about word of mouth, yet most firms I look at have terrible organic referral rates and when I google them it's easy to understand why. Yet most Advisers put digital... [Keep reading]

I once had an Accounting firm who had been considering engaging us to run a change management program across their business, tell us that ultimately the board had decided that they didn’t believe in paying for external guidance. Imagine an Advice business saying that it didn’t believe in it’s own value? Yet that is a... [Keep reading]

Ok, so I am going to take what may be a controversial stance here. You see, I believe that most professional services firms are undercharging their clients in a systematic way. Or more precisely, they are confused about the real value they bring to clients and are consequently over delivering on service while undercharging on... [Keep reading]

The discussion of fees with clients seems to be one of the most hit and miss aspects of the Services Professions, and yet it is also undoubtedly the most important part of creating a mutually beneficial and sustainable relationship. I spend a lot of my time helping firms get their models, their messages, their service... [Keep reading]

Have you ever had a client tell you that they were not going to go ahead with working with you, yet the reason they give you just doesn’t make any sense? Invariably your ‘no’ comes in the guise of such famous lines as: "The price is too high". Meanwhile, you are thinking "but I just... [Keep reading]

I put up a post on LinkedIn last week asking how ‘Fee For Service’ was still a thing and it has raised some interesting perspectives. By the way, if you would like to check that out and to join the conversation click here. So, I thought I would raise the next logical question: ‘What exactly is... [Keep reading]