Client numbers almost halved in a decade
The headline takeout from our recently released industry analysis (Future Ready VIII) is undoubtedly the dramatic reduction in average client numbers per firm from 715…
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Cultural Commonalities
A lot has been written over the years about the importance of workplace culture – it is the subject of thousands of books and is…
Remind me again – why am I working for you?
As most business owners tell us, it’s hard to find (and then keep) good people – especially in an industry such as financial services, whose…
Client reviews – a keystone for success
Of all the interactions an adviser has with his/her client throughout the year, there’s no doubt in my mind that the review is the most…
In honour of Phil Guest – lessons that should not be forgotten
It was the saddest of news… one of the ‘best’ financial advisers I had ever known passed away a few weeks ago. And while we…
Converting unintended consequences into opportunities
We’re currently in the process of finalising our latest analysis of the ‘health’ of Australian advisory practices (Future Ready VIII) and have noticed a few…