When your business doesn’t quite work it’s easy to put your head down and just keep slogging away. In my experience, this avoidance tactic is about the worst thing you can do, because it’s not your clients who pay the price – it’s your loved ones. “What do you mean, …
Robin Powell first came to my attention with the Evidence-Based Investor documentary, created in conjunction with Richard Wood and Igor Alferovs at Barnett Ravenscroft Wealth Management. As I’ve discovered over the last few years, Robin does a whole lot more than that. I asked him 10 questions. Here’s what he …
Steve Conley, is on a mission to change the advice landscape and I don’t write these words lightly. His promise? You can give genuine financial advice to your clients, but without the massive PI insurance premiums and compliance hassle. How? By giving what he calls non-intermediated advice. Basically, you’ll do …
My friend and business mentor, Laura Belgray, told me that whenever her and her husband mention Coronavirus, they sing it to the tune of My Sharona; a catchy hit from 1979. I really hate her for that, because now I’m doing it too. (I’ve linked to the song at the …
If your business is under pressure right now, you need to do something. Greg Brenneman, the number 1 turnaround guru in the world, has a simple playbook for managing in uncertain times. (FYI – I’ve linked to a full presentation from Greg at the end of this article, but have …