07802 611643

Passionate about your business

As a subscriber to my blog, I thought you might like to know about my next webcast on Thought Leadership Live which is on Wednesday 9th March at 10.00 a.m. You can register for this free session here. Click Here During the session I will outline the key steps you can take to create a …

Read More

You cannot build a reputation on what you are going to do Henry Ford

Some commentators are suggesting that the days of the small IFA are numbered; that the Retail Distribution Review and increased capital adequacy requirements will result in the flight of many smaller IFA businesses to the safe harbour of a “national” or “network” where there’s “safety in numbers”. That may be true, but I’m not convinced …

Read More

The mind is like a parachute; it only functions when it’s open Anon

Anyone who has coached Bill Gates and other senior Microsoft executives is worth listening to don’t you think? Steve Moore is the man in question. Steve, an ex NFL American football coach (Buffalo Bills, Seattle Seahawks and LA Rams), is a leading US based management consultant who has developed the “High Speed Strategic Planning” coaching …

Read More

Success on any major scale requires you to accept responsibility – the one quality that all successful people have. Michael Korda

In my previous post, I suggested that the key to sustainable differentiation was the creation of a positive and distinctive professional relationship with clients. Unfortunately, as happens socially, relationships tend to get taken for granted, but in reality relationships don’t just happen. One of the biggest frustrations advisers tell me they have when it comes …

Read More

Fall down seven, stand up eight Chinese Proverb

You cannot fit in and stand out at the same time. It’s impossible. In the same way differentiating your service offering is extremely difficult. The “what” and the “how” of delivering advice to clients is evolving but at the same time becoming commoditised. When I ask advisers what their new client advice process looks like …

Read More