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Passionate about your business

Knowing is not enough; we must apply. Willing is not enough; we must do J. W. Von Goethe

This week I want to explore C number 3 of the 4 C’s of success post RDR, namely Consistency. I have worked with a number of advisers that simply did not have any predictable level of consistency in the way they deliver advice to new clients. This is often the result of high and potentially …

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Success is the ability to go from failure to failure without losing your enthusiasm

The second key to success post RDR is Clarity. Many advisory practices have historically lacked a “laser like” focus on both the type of clients they work with and what they do for them. To succeed in the post RDR environment advisory businesses must have clear strategic and operational plans that have been communicated to …

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Without a sense of urgency, desire loses its value  

In my next 4 blogs I want to outline what I see as the 4 keys to success in the post RDR world. I’ve labelled these the 4 C’s and today I’d like to start with the first of these, namely, Culture. The single most important factor, in my opinion, is having a culture that …

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History has demonstrated that the most notable winners usually encountered heartbreaking obstacles before they triumphed B. C. Forbes

No, not the death penalty. Not execution in that sense. Execution as in following through, implementing strategy or change initiatives. Sticking to the plan. That execution. As Larry Bossidy and Ram Charan say in their co-authored book – Execution: The Discipline of Getting Things Done, “businesses don’t fail for lack of good ideas; they fail …

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In this webcast I share my experiences of working with adviser firms to help them move from “free” to “fee” in readiness for the Retail Distribution Review in just over 15 months time. Essentially the missing ingredient for most advisers is confidence. This webcast session will… Explore why confidence is the key ingredient Dispel some …

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Charge less, but charge. Otherwise, you will not be taken seriously. Elizabeth Aston, The True Darcy Spirit 2006