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[vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”14896″ img_size=”full” alignment=”center”][ultimate_spacer height=”30″][vc_column_text]What is the deep value that an Adviser should be seeking to give to a prospective client in their first meeting together? After analysing hundreds of meeting recordings between Advisers and their clients I can tell you that most are either getting this wrong or not applying enough explicit intent.[/vc_column_text][vc_column_text]… [Keep reading]

[vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”14891″ img_size=”full” alignment=”center”][ultimate_spacer height=”30″][vc_column_text]The plain truth is that anytime is the right time to reset your fees with clients.[/vc_column_text][vc_column_text] There is always a reason to delay, there is always a better time when markets are better, when you have a scheduled review etc etc. [/vc_column_text][vc_column_text]If the story has changed i.e. you need to… [Keep reading]

[vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”14889″ img_size=”full” alignment=”center”][ultimate_spacer height=”30″][vc_column_text]Most Advice & Service firms operate FAR below their optimum profitability levels. There are so many levers that you can pull within your business to make it substantially better, yet in my experience, almost all of those will fail unless you have first built the strongest foundations.[/vc_column_text][vc_column_text] Of course, the… [Keep reading]

[vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”14886″ img_size=”full” alignment=”center”][ultimate_spacer height=”30″][vc_column_text]This one is for the Financial Advisors The greatest value you bring to the table is in helping your clients find clarity about what is most important to them in their lives and to make the decisions necessary for them to get to where they want to be.[/vc_column_text][vc_column_text] If you… [Keep reading]

[vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”14880″ img_size=”full” alignment=”center”][ultimate_spacer height=”30″][vc_column_text]Our Client Engagement is never done. How we translate value to our clients is a consistently ongoing process. Accountants & Financial Advisers, in particular, seem to have a universal reluctance to change the deal with an existing client even when the status quo is negative for their business and therefore ultimately… [Keep reading]

[vc_row][vc_column][ultimate_spacer height=”30″][vc_column_text] What’s In My Travel Bag? Equipment For The Mobile Professional. [/vc_column_text][vc_row_inner][vc_column_inner width=”1/6″][/vc_column_inner][vc_column_inner width=”2/3″][vc_video link=”https://www.youtube.com/watch?v=Pg5ZFlgMHGA”][/vc_column_inner][vc_column_inner width=”1/6″][/vc_column_inner][/vc_row_inner][ultimate_spacer height=”10″][ultimate_spacer height=”30″][/vc_column][/vc_row][vc_row][vc_column][/vc_column][/vc_row]