Julie Littlechild is the Founder of Absolute Engagement. She is a recognised expert on engagement, a speaker, writer and researcher. Her firm translates on-going research into meaningful workshops and programs for financial advisers. Here are her excellent practical tips to get you re-focused when you are feeling like being busy …
The three key levers There are some business basics that, if neglected, can hold you back for years and years. Some firms think they’ve got these areas under control, but my experience is that’s not the case. A quick review of your financials will confirm or deny that for you. …
Spring Cleaning Your Client List Like it or not, letting some clients go is an essential step for success. It’s a bit like doing a spring clean at home. Every so often I need to clear out all of the stuff that I no longer want or need. The same principle applies …
Welcome back from the Christmas and New Year break. I hope you are feeling refreshed and ready to go! Our first series for 2014 is on the tricky issue of pricing your services. Almost every business I know struggles with this to some extent. It seems the more intangible the …
Client segmentation is something that everyone has been told to do and in recent years many firms have had a go at it (often reluctantly). Here are some reasons firms do it, which in my view entirely miss the point: Their compliance person told them the regulator said they had …