[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]
Blog
My Video Meeting Essential Equipment Guide
[vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”14453″ img_size=”full” alignment=”center”][ultimate_spacer height=”30″][vc_column_text] Like It Or Not Client Video Meetings Are The Future [/vc_column_text][vc_column_text] As a modern Advice Professional, there is perhaps no better tool for creating scale whilst also improving your client experience than through Video Meetings. [/vc_column_text][vc_column_text]I have personally had more than 12,000 client meetings via video. I have heard almost every argument for… [Keep reading]
Why Do Advisers Make Boring Content?
[vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”14447″ img_size=”full” alignment=”center”][ultimate_spacer height=”30″][vc_column_text]News Flash! You live in 2019 and today having a digital presence isn’t about being ‘cutting edge’ its about just remaining relevant.[/vc_column_text][vc_column_text] Advice and Service Business is all about word of mouth, yet most firms I look at have terrible organic referral rates and when I google them it’s easy to understand why…. [Keep reading]
Depressed Financial Adviser Epidemic?
[vc_row][vc_column width=”1/12″][/vc_column][vc_column width=”5/6″][vc_custom_heading text=”Depressed Financial Adviser Epidemic?” font_container=”tag:h2|font_size:28|text_align:center|color:%230575bc|line_height:1.5″ google_fonts=”font_family:Source%20Sans%20Pro%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal”][/vc_column][vc_column width=”1/12″][/vc_column][/vc_row][vc_row][vc_column][ultimate_spacer height=”30″][vc_column_text] As I mentioned last week, I have been spending a lot of my time recently talking to a whole lot of owners of Financial Advice Firms in Australia. Last week I talked about the almost universal mismatch I have seen between value articulation, pricing and… [Keep reading]
Advice – The real reason everyone needs it
[vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”14322″ img_size=”full” alignment=”center”][ultimate_spacer height=”25″][vc_column_text]I once had an Accounting firm who had been considering engaging us to run a change management program across their business, tell us that ultimately the board had decided that they didn’t believe in paying for external guidance. [/vc_column_text][ultimate_spacer height=”10″][vc_column_text]Imagine an Advice business saying that it didn’t believe in it’s… [Keep reading]
Most Firms Are Undercharging
[vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”14269″ img_size=”full” alignment=”center”][ultimate_spacer height=”30″][vc_column_text]Ok, so I am going to take what may be a controversial stance here. You see, I believe that most professional services firms are undercharging their clients in a systematic way. Or more precisely, they are confused about the real value they bring to clients and are consequently over delivering… [Keep reading]
How To Negotiate Fees
[vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”14058″ img_size=”full” alignment=”center”][ultimate_spacer height=”30″][vc_column_text]The discussion of fees with clients seems to be one of the most hit and miss aspects of the Services Professions, and yet it is also undoubtedly the most important part of creating a mutually beneficial and sustainable relationship.[/vc_column_text][vc_column_text]I spend a lot of my time helping firms get their models,… [Keep reading]
What Clients Really Mean
[vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”14048″ img_size=”full” alignment=”center”][ultimate_spacer height=”30″][vc_column_text] Have you ever had a client tell you that they were not going to go ahead with working with you, yet the reason they give you just doesn’t make any sense? [/vc_column_text][vc_column_text] Invariably your ‘no’ comes in the guise of such famous lines as: “The price is too high”…. [Keep reading]