Most Advice & Service firms operate FAR below their optimum profitability levels. There are so many levers that you can pull within your business to make it substantially better, yet in my experience, almost all of those will fail unless you have first built the strongest foundations. Of course, the foundation of every service firm... [Keep reading]
This one is for the Financial Advisors The greatest value you bring to the table is in helping your clients find clarity about what is most important to them in their lives and to make the decisions necessary for them to get to where they want to be. If you focus on investment returns or... [Keep reading]
Our Client Engagement is never done. How we translate value to our clients is a consistently ongoing process. Accountants & Financial Advisers, in particular, seem to have a universal reluctance to change the deal with an existing client even when the status quo is negative for their business and therefore ultimately their clients. This perception blockage... [Keep reading]
What's In My Travel Bag? Equipment For The Mobile Professional.
Mastering Client Engagement in the business of Advice isn’t about having all the answers or being able to predict the future but it does mean being definitive with the language you use. My suggestion is for you to record your client meetings and actually listen to the language you are using with a critical approach.... [Keep reading]
I don’t believe that Advisers & Coaches are having enough interventional conversations with their clients! If you want to be a Great Adviser then your job is to go places that are uncomfortable. So many of the Advisers that I mentor are approaching their clients with the proverbial ‘kid gloves’. They don’t want to offend... [Keep reading]
The truth is that most of the value that Financial Advisers can deliver to their clients does not require an Advice Document or a License to give Advice. It’s also true that every Adviser I have ever sat down with has large gaps in how they are articulating the value of the intangible value that... [Keep reading]
There is a huge misconception among firm owners and in the Professional Services ecosystem that all Advisers are all Advisers. What I mean by that is that all Advisers are created equal and are equally gifted in all areas of the Advice. That is that Advisers should be great at technical, servicing clients, managing compliance,... [Keep reading]