Part 2 – Do you really know how satisfied your clients are? The only way to be absolutely certain that your clients are satisfied with…
Continuing on from our recent webinar (slides available here: <5 things you and your clients probably don’t know about each other (and probably should)>), this…
Feeling a tad melancholy. Last week’s rain bought with it some unhappy news, as the CEO of a long-standing client informed us that he’s planning…
It wasn’t that long ago that our industry was struggling with too many clients, not enough advisers and a perceived mis-match between fees and value.…
On any given day, in the media or at any industry conference /gathering, it’s a fairly good bet that technology (AI anyone?) will be figuring…
We’ve been pleased to be able to work this year with Iress through their innovative Advisely initiative, which has one of its main objectives to…
According to our latest data, the average fee being charged to advice clients today is $3,852; to be certain, this is simply the average being…
You don’t need us to tell you how important your people are. So we won’t, other than to say… they represent the biggest and most…
It is often said that within the first seven seconds of meeting, people will form a solid impression of who you are and start to…
Clients who are self-employed generally have different and more complex advice requirements and, as such, demands (our view) a differentiated approach from their adviser. Given…
Why is it that urgent almost always takes precedence over the important? Is it simply the squeaky wheel impact? Will it really matter if the…
5 tips to getting the most out of working with an external coach. Business plans don’t always work out (as planned …sorry!). It’s been our…
Working from home/hybrid work was ushered in courtesy of the global covid pandemic – in February this year, research* we conducted indicated that a massive…
It’s no surprise that against a global background of political, economic and societal change, we’re noticing increasing levels of disengagement in business – between employer,…
‘No, I’m not aware of my employer’s business goals for the next 12 months’ – unfortunately this is a response we regularly receive when we’re…
We’ll be releasing our full analysis on the business ‘health’ of Australian advice practices towards the end of this year (the tenth in our series…
It’s a question we are often asked; how can advice practice ‘A’ be charging its clients more than advice practice ‘B’ located just down the…
Lots happening to kick off 2023 but a couple of stats from US based financial software company, YCharts, in particular caught our attention; according to…