What makes an expert? Experienced UK financial planner Phil Melville kindly sent me the article: Jancis Robinson on wine experts versus amateurs by ‘wine expert’ (read on to see why I put that in ‘quote marks’) Jancis Robinson (one of his clients). I’ve included a link to her full article at the end of this …
I’ve seen a lot of progress with advisory businesses over the last few years. If you’re one of those firms then you’re clearer about what you do, how you do it and importantly, who you do it for. Has your marketing and lead generation kept up? When you are starting …
When I was at high school I had a fantastic Economics teacher, Bob James. One of the best tips he ever gave us as a class was to read widely (as he called it). I did it then and I continue to do it now. I find that absorbing information …
Everyone wants to talk to you about new ways of finding the right clients, but you just want to do something that will generate good leads now! Alright. I hear you. So, what’s stopping you? Many firms have stopped doing anything that might generate a new prospective client, as the new wave of …
Here’s someone who’s doing it! As many people know, I’ve worked closely with Tracey Underwood over a number of years. We originally met on a job where I was brought in as a consultant; Tracey was working there as Operations Director. I was really impressed with the work she did at that firm …