A change in season Autumn has definitely arrived in all its splendour. While you’re breaking out the winter coats for the change in the weather, it might be time to think about making some changes to how you do business too. This October was packed with great must-read business articles …
Seeing the future There’s a lot of industry talk about the future of advice, and some of it is quite confronting. What will clients want from their adviser in the next decade? Will it be materially different from what they wanted in the last decade? Unfortunately, a lot of the …
Talkin’ ‘bout my generation A few weeks ago I attended the Insiders Forum conference in San Diego. One of my favourite sessions was a panel discussion with four second-generation CEOs. That is, successors who had taken over from the original founding advisers in their firms. As they talked about their …
Out of service How many businesses do you interact with where the service is total rubbish? If you’re like me, then the answer is “far too many”. Let me give you some examples: My big local hardware chain store, selling hardware supplies for the garden and outdoors, is appalling. There’s …
Money isn’t everything Do you ever wish you had a little bit more money to play with? Or a bit more time? I was presenting to a group of adviser/owners recently and made the statement that “Lack of cash is a blessing, not a curse.” As I expected this caused …