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 pretty …

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. Happy Halloween and enjoy these great reads. Don’t Quit On Yourself Brett Davidson …

The true costs of not doing certain activities are harder to measure than the costs of actually doing an activity.  It’s why it’s so easy to make cuts in your business and so much harder to commit to new spending and investment. Seth Godin summed it up nicely in his …

In the past, I’ve written about the importance of building a great team if you really want to fly as a business. Suggesting you need a good team in place is not controversial. However, what allows a team to really perform just might be. In his book, The Five Dysfunctions …

Lots of businesses I work with don’t know their basic conversion rates. That is a conversion from:  Enquiries inward to first appointments booked First appointments, to clients who engage to buy a financial plan Plans presented, to people who implement Implementations to ongoing review service This is important information. Without …