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We have been putting a lot of focus, recently, on fee levels and Advisers Business Models. As much as I love technology, Social Media, Personal Branding & other advanced strategies for improving Service Firms, I have come to realise over the last few years that unless a business has it's foundations right they will never be... [Keep reading]

I'm going to call this straight up. This is going to be direct and in your face. Unless Advisers actually value themselves enough to make sure they are being paid what they are ACTUALLY worth, the Advice Professions will never take what I believe is their true place in society. Chances are if you are... [Keep reading]

I'm going to call this straight up. This is going to be direct and in your face. Unless Advisers actually value themselves enough to make sure they are being paid what they are ACTUALLY worth, the Advice Professions will never take what I believe is their true place in society. Chances are if you are... [Keep reading]

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]