Blog

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]

I’m going even deeper in this video on what I believe is the role of Advisers. I have used this principle to help coach a lot of Advisers through some of the most crippling limited thinking that plagues the profitability and scaling of Advice firms. An Advisers role is FIRST to help clients to have... [Keep reading]

Our research shows us that this is one of the #Top50 ways that Advisers are screwing up their client engagement. How can you ever truly communicate your value or help your clients to get the most value from you and your relationship with them if you are not unapologetically direct with them about your expectations... [Keep reading]

So, I'll admit it... I'm an Advice nerd, and one of my obsessions over the last 24 years has been figuring out the true mechanics of client referrals. Despite what popular folk lore suggests, asking for referrals is almost universally NOT something that the most referred Advisers actually do. Having surveyed thousands of Advisers and... [Keep reading]

Like it or not if you plan to be a practicing Financial Adviser in Australia you now need to sit for AND pass the FASEA exam and we have been doing our homework for you. Over the last few months we have been speaking to lots of Advisers about their plans to pass the FASEA exam.... [Keep reading]