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OUR BLOG – ARTICLES AND VIDEOS

Good advice takes time, but value is measured in other ways

Good advice takes time, but value is measured in other ways

In this excerpt from my book Pricing Advice, published in Professional Planner, I share some insights into how to present fees to your clients and gain confidence in charging explicit fees for your services. You can read the article here: The problem with costing your...

Our top 5 posts of the year

Our top 5 posts of the year

Well, another year has come to an end, and looking back over all the blog posts we have put up, the top 5 makes some interesting reading. To start with, at number one, and far outstripping the rest of the field (was it the amazing content or the picture of the cat,...

Pricing insurance advice post-FoFA

Pricing insurance advice post-FoFA

For advisers providing advice on insurance, it has traditionally been difficult to price that advice. While commissions largely remain post-FoFA, they are banned on some types of personal insurance. In my revised edition of Pricing Advice, I have devoted a much larger...

Outsourced paraplanning – how to make it work

Outsourced paraplanning – how to make it work

Establishing an outsourcing relationship can be a challenge for those organisations that currently complete paraplanning functions in-house. In my experience, the process can sometimes fail right from the beginning and before the outsourcing relationship even starts!...

What’s your ‘bigger-than-you’ reason?

What’s your ‘bigger-than-you’ reason?

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...

When is the right time to quote my fee?

When is the right time to quote my fee?

One question we're often asked by advisers, is "when is the right time to quote my fee?". It's one thing to determine how much to charge, it’s also incredibly important to know how and when to position it with your clients. The following is an excerpt from the revised...

How many appointments can an adviser fit in a week?

How many appointments can an adviser fit in a week?

One question we receive consistently from many advisers is “how many appointments do other advisers fit in in a week?” Now, the answer to this varies with the full job duties of an adviser, but the simple answer is that great advisers routinely do a minimum of 12...

ElixirTV Episode 6 – Client Value Propositions

ElixirTV Episode 6 – Client Value Propositions

 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.

5 tips to boost your daily productivity

5 tips to boost your daily productivity

When was the last time you felt relaxed and totally in control of your workload? We have noticed that everyone is busy, busy, busy right now. So here are our top 5 tips for how to get control over your workload and start enjoying better productivity and efficiency in...

Make your videos stand out from the crowd

Make your videos stand out from the crowd

What makes a good video great? Talking heads can get very boring very fast, but it doesn't take much to make them stand out from the crowd. When I presented to the AdviserEdge conference in Melbourne on using video in your business, I did it by video link. Why? Well,...

OK, I’ll share my dirty little secret about business plans

OK, I’ll share my dirty little secret about business plans

After running our first webinar where I helped a group of advice business owners to write their business plan, I'm compelled to share some discoveries with you, and let you in on a little secret. Let's start with the discoveries. I asked all the participants if they...