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Passionate about your business

Many adviser propositions are built around assumptions. Assumptions about what clients want/need and the even more dangerous assumption that they value what they currently get (and most likely have always got!) This can result in shortcomings within your client proposition and the actual services that clients genuinely value and potentially client defections. Providing clients with services they …

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

How you can attract more ideal clients from your target market? Getting your marketing message out to the types of client you are trying to attract is essentially a five-step process. Step 1: Where is their “pain”? Understanding the worries, problems, concerns and frustrations of your target market and how these affect their lives both …

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It doesn’t matter if you’re always right. It matters that you’re always moving.

Prioritise relationships, not tasks. Implement “Focus Time” (a time when EVERYONE in the business can get on with their most important tasks without ANY interruptions from ANYBODY… including you!). Set time limits for ALL meetings… and aim to finish early. Use conference calls for meetings instead of travelling. Challenge all “urgent” requests and establish genuine timescale. …

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All companies have a culture, some companies have discipline, but few companies have a “culture of discipline”. When you have disciplined people, you don’t need hierarchy. When you have disciplined though, you don’t need bureaucracy. When you have disciplined action, you don’t need excessive controls. Jim Collins, “Good to Great”

The number of column inches devoted to adviser charging recently has rocketed. Understandable I guess, as more advisers look to find a way to migrate from the old commission world to the new adviser charging environment. I read this blog post from Seth Godin (author and prolific blogger) which summed up for me the whole …

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An investment in knowledge always pays the best interest Benjamin Franklin

The business environment is tough right now and likely to become even more so as further cuts and job losses impact people’s confidence. Resilient businesses are far better able to cope with a downturn in the economic cycle, but some struggle to grow even when times are good. The old adage “fix the roof while …

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