Great advisers attract more clients…and more clients…and more clients. Before you know it, you’re facing a bunch of business management issues you didn’t sign up for at the start of your career. You hit a ceiling and get stuck. The solution? Business owners try all sorts of things to get …
I’m a casual NBA (American Basketball) fan and love to watch a few games whenever I’m in the US. I was on a skiing holiday in Utah in January and had the chance to see some NBA games in the right time zone. On Saturday 25th January I watched one …
If the wet, wintry weather has driven you indoors and you’re up for some reading to while away the hours, then here are our top 3 popular articles from February. Hopefully, they’ll inspire you to spring into action and move your business forward, whatever the weather. 1. Get Better, Not …
Do you ever get resistance to the fees you’re trying to charge? I’m certain that everyone has faced-off with a ‘negotiator’ client more than a few times in their career. What should you do if you’re sitting across the table from one? Do you: Hang tough and tell them it’s …
There are still plenty of advisers and firms that are looking to increase their fees. Despite what you read in the industry press, that includes firms still looking to move up to 1% of assets under management. It also includes firms moving away from asset-based fees, but needing to charge …