I’ve been incredibly fortunate this week to speak at a conference in Japan and someone shared the Uber analogy – that the value of financial advice businesses have dropped just like the value of a taxi plate when Uber came in because they didn’t ‘keep their house in order’.
So I figured I’d take a moment to share my top 3 things that every adviser can (needs to!) do so they’re not the taxi driver in that equation!
If you need a bit of help to do these things, we’re currently taking bookings for our February 2020 Blitz program – check it out…