Where to from here 2019?
It’s fair to say that 2018 may have been one of the most challenging and unsettling periods in advice...
05 March, 2019
Blog
Getting the most for – and from – your team
When running an advice business, your people will usually be your biggest expense, and your biggest asset...
07 August, 2018
You’re a guru, until you scare me
I’ve been thinking about a session I had with an incredibly talented professional recently, and reflecting...
28 March, 2018
Get to the Chopper!
I am so excited right now. Next week I’m doing the Company Directors Course with the AICD. This week-long...
15 February, 2018
A Way to Feel and Think Better This Year
Elixir md sue changed gears with her regular contribution to risk info magazine this month, and rather ...
25 August, 2017
Is mindful business planning an oxymoron?
Let’s look at these two concepts…. Mindfulness is about being in the present moment. Business planning is...
04 July, 2017
Some early revelations from the Pricing Research…
Every few years, we do a research study to put together our Adviser Pricing Models Research Report. We’re currently in the middle of the data collection right now, and thought we might reveal a couple of the findings that we’ve discovered. Of course, when we re-cut the data after closing off submissions, the numbers will change somewhat, but so far, we’ve been fascinated to see that:
16 March, 2017
How do other advisers charge?
Ahhh that old chestnut. It’s a question that is asked every time an adviser starts to think about reshaping their...
12 March, 2017
Are these 4 things in your 2017 Business Plan?
Happy February! Hopefully you’ve already started to kick some goals for 2017. Whether you run your run...
08 February, 2017
She who dares wins? A success story.
“Award winning” – It’s a phrase often seen in professional headlines on LinkedIn and other marketing channels...
17 December, 2016