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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]

Listen on Apple Podcasts Listen on Spotify Listen on Google Podcasts If you want to build a firm that gives exceptional advice you need to build an exceptional team. There are issues that we see happen over and over as firm owners try to build out their advice firms. In this episode, we talk about... [Keep reading]

Listen on Apple Podcasts Listen on Spotify Listen on Google Podcasts It still blows our minds that #AdviceFirms by and large are still not getting the most value for their clients and their business out of the medium of video. We have been nagging the Advice professions for more than a decade that they should... [Keep reading]

Listen on Apple Podcasts Listen on Spotify Listen on Google Podcasts One of the most common misconceptions among Professional Advisers is that they would be more successful if they just had more clients. The truth is that in almost every situation the key to leapfrogging an advice business forward is not new client growth but... [Keep reading]

How many times have you been told ‘Ask for referrals’? Our research shows that despite what most gurus will tell you, asking for referrals is not actually the best way to get them. Our team has been working to code the mathematics of human behaviour as it relates to referrals within Professional Services. There are... [Keep reading]

If you truly want to build the BEST client-focused business then start by not making it client-focused. Instead, make it YOU focused. Who are you, what is the real value you want to bring to your clients, who do you choose to do it for and on what terms. This is a fundamental shift in... [Keep reading]

What is the deep value that an Adviser should be seeking to give to a prospective client in their first meeting together? After analysing hundreds of meeting recordings between Advisers and their clients I can tell you that most are either getting this wrong or not applying enough explicit intent. The true value in advice... [Keep reading]

The plain truth is that anytime is the right time to reset your fees with clients. There is always a reason to delay, there is always a better time when markets are better, when you have a scheduled review etc etc. If the story has changed i.e. you need to change your fees with clients... [Keep reading]