At their service What do your clients want? Such a simple question, but with some serious effort involved to discover. The secret to becoming indispensable for your clients, is to help them solve their important issues. How well do you know your ideal clients? Here are some questions to ask …
When you run your own small business, asking for help can be really difficult even when you’re pretty sure it could be beneficial. This can be especially true of professionals like financial planners, for whom a large part of the day is spent advising others. They tend to be independent …
If you run a Financial Planning, Wealth Management, or Financial Advisory business and you are looking to improve, then you might be considering a Financial Services Consultant. But what for? Faster business growth More income Marketing support A move into genuine Financial Planning Succession planning Preparation for sale Process improvement …
Reset and refresh Hard to believe but we’re at the end of the first quarter of 2019 already. I know you have your quarterly review to do, but you also you need to make sure you give your mindset a refresh too. One of the best ways to do that …
Fees from beyond the grave I’ve been keeping a casual eye on developments in my former homeland, Australia, regarding the Hayne Inquiry. It was formally known as the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. The name says it all and it’s not pretty. Here …