Blog

It’s About Time Someone Called The BS! Clients WILL Pay You What You Are Actually Worth.

June 12, 2019 By admin

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]

My Video Meeting Essential Equipment Guide

May 15, 2019 By Baz Gardner

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]

Why Do Advisers Make Boring Content?

May 14, 2019 By Baz Gardner

News Flash! You live in 2019 and today having a digital presence isn't about being 'cutting edge' its about just remaining relevant. Advice and Service Business is all about word of mouth, yet most firms I look at have terrible organic referral rates and when I google them it's easy to understand why. Yet most Advisers put digital... [Keep reading]

Depressed Financial Adviser Epidemic?

April 10, 2019 By Baz Gardner

Baz P.S. If you would like to talk about this in any more detail, drop me a line or let me know in the comments…[/vc_column_text][/vc_column][/vc_row]

Advice – The real reason everyone needs it

September 21, 2018 By Baz Gardner

I once had an Accounting firm who had been considering engaging us to run a change management program across their business, tell us that ultimately the board had decided that they didn’t believe in paying for external guidance. Imagine an Advice business saying that it didn’t believe in it’s own value? Yet that is a... [Keep reading]

Most Firms Are Undercharging

August 28, 2018 By Baz Gardner

Ok, so I am going to take what may be a controversial stance here. You see, I believe that most professional services firms are undercharging their clients in a systematic way. Or more precisely, they are confused about the real value they bring to clients and are consequently over delivering on service while undercharging on... [Keep reading]

How To Negotiate Fees

August 13, 2018 By Baz Gardner

The discussion of fees with clients seems to be one of the most hit and miss aspects of the Services Professions, and yet it is also undoubtedly the most important part of creating a mutually beneficial and sustainable relationship. I spend a lot of my time helping firms get their models, their messages, their service... [Keep reading]

What Clients Really Mean

August 7, 2018 By Baz Gardner

Have you ever had a client tell you that they were not going to go ahead with working with you, yet the reason they give you just doesn’t make any sense? Invariably your ‘no’ comes in the guise of such famous lines as: "The price is too high". Meanwhile, you are thinking "but I just... [Keep reading]