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, …
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 …
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 …