by Angela Barclay | Nov 15, 2013 | All Posts, Business Management, General
I recently invited several successful tech-entrepreneurs to a workshop to critique a business I’ve been working with as an investor. The day was full of insightful feedback and heated discussion, as you’d hope for when bringing together strong-minded business people...
by Angela Barclay | Sep 11, 2013 | All Posts, Client Service, ElixirTV
Client Value Propositions are such an overused term, and yet many advisers still struggle to get theirs sorted. Geoff Pritchard shares some thoughts about what a CLIENT is looking to you to provide, and what to avoid when articulating your value.
by Angela Barclay | Jun 11, 2013 | All Posts, Client Service, Fees & Commissions
When an advice business ceases to receive trail commissions it does not mean that they must stop receiving recurring income, and start relying on constantly winning new clients on a transactional basis. One of the most valuable components of advice businesses is the...
by Angela Barclay | May 9, 2013 | All Posts, ElixirTV
Most businesses want to grow, and one of the ways this can be done is by acquiring another practice or buying a book of clients. In this episode Geoff Pritchard shares some of the important things to consider when considering an acquisition and in particular the traps...
by Angela Barclay | Apr 3, 2013 | All Posts, ElixirTV
Employing the right staff is one of the most critical success factors for any business. Aside from selecting the right people, there are also questions about when is the right time to increase your head count, at what point in your growth cycle do you employ more...
by Angela Barclay | Mar 27, 2013 | All Posts
For a couple of years now, I’ve been meeting regularly with Scott Dawkins of Griffin Financial Services. Those of you who attended Elev8 recently will know that Scott was one of our speakers, and told an amazing story about WHY he does what he does. Those of you keen...
by Angela Barclay | Jan 17, 2013 | All Posts
If your financial planning business is going to benefit from the rebound when it comes, now is the time to be ensuring that you have the right business foundations in place. You’ll want to have addressed these three areas if your business is to benefit…….. 1. Before...
by Angela Barclay | Oct 16, 2012 | All Posts, Fees & Commissions
Not too long ago an adviser posed me an interesting challenge. “All this pricing work you do”, she said plainly, “Be honest. It’s just about coaching us to charge as much as we can get away with, isn’t it?” Great question, and absolutely not. Our research and coaching...
by Angela Barclay | Sep 19, 2012 | All Posts, Business Management, General
There is a big difference between working for someone and being the big kahuna, the head honcho, the boss! Are you the sort of person more suited to working in a salaried financial planning position, or do you see yourself calling the shots, with all the extra demands...
