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 …
Looking back at Q1 It might be hard to believe, but we’re approaching the end of the first quarter of 2019 already. If you’re not careful, time will just tick by. So, before the rest of the year rolls on, it’s time to do a quick check-in with yourself. How …
Sustaining great service Most advisers are super responsive to their clients. However, as your business grows and you are serving more clients, it becomes harder and harder to maintain that service level. This is an important issue. For most advisers, the personal customer service component is a major competitive advantage. …
Rise to the top Why do you strive to be better in your business? What is it that drives you? Seth Godin, author, entrepreneur and agent of change, said in a blog titled The Top 5%: “In every field, extraordinary benefits go to those seen as being in the top …
Who, not how An industry executive friend of mine has moved into a role managing a much larger team of people. The executive coach he’s working with suggested that whenever he faced an issue to resolve, he ask himself the question, “Who, not how.” The coach’s point was that when …