16 Sep Are you being held back?
Amidst all the changes facing advisers, I came across this saying the other day, and considering it from the point of view of what advisers are going through right now has helped quite a few people...
11 Sep The thing about change…
The thing about change...
11 Sep Busy really is the new stupid
We see it all the time: overwhelmed advisers making the mistake of working harder and putting in more hours just to get more done...
11 Sep You can’t fill from an empty cup
Professionally and personally...
11 Sep What if you can’t change your environment
When you can't change the environment you're working in, what CAN you do? We've been having so many conversations with advisers who are depleted by a wide range of factors outside of their control that I was inspired to shoot this the other day....
28 Aug 3 Things You Can Do So You’re Not the Taxi Driver in the Uber Analogy
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...
07 Aug 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...
17 Dec 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 Dec Why advisers should be petrified of technology…. and why they should be excited about the opportunities!
In sharing with you this #MomentswithSue video that was filmed on the IP Thought Leaders study tour to San Francisco in September; I am introducing you to one of my favourite guests, Rich Arnold. Rich shared his experiences with what Fintech companies are doing, and the impact...
17 Nov Educated clients are better clients.
Educating clients is part of the adviser’s role and most will have a well prepared and polished process to do so, but it can become tiresome (and time consuming!)running through this process with each and every client. In this article first published in RiskInfo magazine,...