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The Exceptional Advice Show Ep. 11 - The 4 Key Elements of Client Engagement Listen on Apple Podcasts Listen on Spotify Listen on Google Podcasts There are four key elements that are critical to mastering Client Engagement. In this episode, we introduce these four components, that will help you take on more of the right... [Keep reading]

The Exceptional Advice Show Ep. 10 - Getting Paid Before You Start Work Listen on Apple Podcasts Listen on Spotify Listen on Google Podcasts So many professionals start doing work for clients before 1) Everything is settled and agreed to, and 2) Before getting paid. This leaves so much room for conflict, cognitive dissonance, lack... [Keep reading]

The Exceptional Advice Show Ep. 9 - Price Discovery Listen on Apple Podcasts Listen on Spotify Listen on Google Podcasts True PRICE DISCOVERY is perhaps the ultimate tool for maximizing Advice firm profitability. Yet not one firm we have encountered has actually been through the process of finding true price discovery. How do you actually... [Keep reading]

The Exceptional Advice Show Ep. 8 - Real Financial Inputs Listen on Apple Podcasts Listen on Spotify Listen on Google Podcasts What are the real financial inputs of advice? In this episode of The Exceptional Advice Show we discuss how most advisers are actually dealing with outputs rather than true inputs and therefore missing the... [Keep reading]

The Exceptional Advice Show Ep. 7 - Conscious vs Subconscious Communication Listen on Apple Podcasts Listen on Spotify Listen on Google Podcasts In our experience, in order to become an exceptional Adviser, you must learn to use your intuition ahead of logic with clients in order to help them align their conscious & subconscious. Clients... [Keep reading]

The Exceptional Advice Show Ep. 6 - Crypto for Advisers Listen on Apple Podcasts Listen on Spotify Listen on Google Podcasts Do Financial Advisers & Accountants need to know more about #Crypto and be prepared to have conversations with their clients that go beyond ‘there is no value’ or it’s all just hype with no... [Keep reading]

The Exceptional Advice Show Ep. 5 - Exceptional Advice and Being a Lawyer Listen on Apple Podcasts Listen on Spotify Listen on Google Podcasts Kieran Hoare joins me for this episode and we talk about what he has learnt about running a firm, team culture and client engagement as a lawyer. Kieran is our first... [Keep reading]

Listen on Apple Podcasts Listen on Spotify Listen on Google Podcasts Let's be frank, perhaps the one thing that separates good Advisers from exceptional ones is the degree to which they are being explicit with their clients and even more importantly, the degree to which they are getting their clients to be explicit with themselves.... [Keep reading]