[vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”14724″ img_size=”full” alignment=”center”][ultimate_spacer height=”30″][vc_column_text]The truth is that most of the value that Financial Advisers can deliver to their clients does not require an Advice Document or a License to give Advice. It’s also true that every Adviser I have ever sat down with has large gaps in how they are articulating the value… [Keep reading]
Blog
Should Employed Advisers Be Given Revenue Targets?
[vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”14720″ img_size=”full” alignment=”center”][ultimate_spacer height=”30″][vc_column_text]There is a huge misconception among firm owners and in the Professional Services ecosystem that all Advisers are all Advisers.[/vc_column_text][vc_column_text] What I mean by that is that all Advisers are created equal and are equally gifted in all areas of the Advice. That is that Advisers should be great at… [Keep reading]
An Advisors Real Role Is To Ask Questions
[vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”14715″ img_size=”full” alignment=”center”][ultimate_spacer height=”30″][vc_column_text]I’m going even deeper in this video on what I believe is the role of Advisers. I have used this principle to help coach a lot of Advisers through some of the most crippling limited thinking that plagues the profitability and scaling of Advice firms.[/vc_column_text][vc_column_text] An Advisers role is FIRST… [Keep reading]
Are You Being Explicit Enough With Your Expectations of Clients?
[vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”14711″ img_size=”full” alignment=”center”][ultimate_spacer height=”30″][vc_column_text] Our research shows us that this is one of the #Top50 ways that Advisers are screwing up their client engagement. [/vc_column_text][vc_column_text] How can you ever truly communicate your value or help your clients to get the most value from you and your relationship with them if you are not… [Keep reading]
The REAL Reasons Your Clients Do/Don’t Refer!
[vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”14697″ img_size=”full” alignment=”center”][ultimate_spacer height=”30″][vc_column_text] So, I’ll admit it… I’m an Advice nerd, and one of my obsessions over the last 24 years has been figuring out the true mechanics of client referrals. [/vc_column_text][vc_column_text] Despite what popular folk lore suggests, asking for referrals is almost universally NOT something that the most referred Advisers actually… [Keep reading]
FASEA Exam Preparation & How To Easily Pass + Full Video!
[vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”14535″ img_size=”full” alignment=”center”][ultimate_spacer height=”30″][vc_column_text] Like it or not if you plan to be a practicing Financial Adviser in Australia you now need to sit for AND pass the FASEA exam and we have been doing our homework for you. Over the last few months we have been speaking to lots of Advisers about their… [Keep reading]
Is It Time To Rethink Your Business? It Might Be The Best Decision You Ever Make.
[vc_row][vc_column][ultimate_spacer height=”20″][ultimate_spacer height=”30″][vc_column_text] We have been putting a lot of focus, recently, on fee levels and Advisers Business Models. As much as I love technology, Social Media, Personal Branding & other advanced strategies for improving Service Firms, I have come to realise over the last few years that unless a business has it’s foundations right they… [Keep reading]
It’s About Time Someone Called The BS! Clients WILL Pay You What You Are Actually Worth.
[vc_row][vc_column width=”1/6″][/vc_column][vc_column width=”2/3″][vc_column_text] I’m going to call this straight up. This is going to be direct and in your face. [/vc_column_text][/vc_column][vc_column width=”1/6″][/vc_column][/vc_row][vc_row][vc_column][vc_separator][/vc_column][/vc_row][vc_row][vc_column][vc_column_text] Unless Advisers actually value themselves enough to make sure they are being paid what they are ACTUALLY worth, the Advice Professions will never take what I believe is their true place in society…. [Keep reading]