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Passionate about your business

Over the last week it has been my privelege to be part of the same agenda as one of the most inspirational individuals I have ever met. Two weeks ago, I hadn’t even heard of him. But having listened to him tell his story and having spoken to him privately, it is impossible to reach …

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Only the mediocre are always at their best

Conducting Client Surveys brings a number of significant benefits to an advisory business, not least of which is some tremendous insights to help you shape and refine your client proposition. Done well, they can be a great reminder of what you do and what clients value as well as increasing their awareness of the specific services …

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Most of our so called reasoning consists of finding arguments for going on believing as we already do James Harvey Robinson

It was good to meet up with David Ingram (formerly of Threesixty services) at the PFS Conference last week to hear about his plans for the future and his new business venture AIM TWO THREE. AIM TWO THREE have launched “The Big Survey” which is an opportunity for IFA Business Principals and Advisers to help …

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One ought not to reject the data merely because one does not like what the data implies

I read recently that the number of complaints against advisers rose in the first half of this year. Whilst our litigation culture, the economic climate and the increase in the number and proactivity of claims management firms might all be factors here, it’s worth taking a step back to just reflect on the data. There …

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It is no good saying we are doing our best. You have got to succeed in doing what is necessary Winston Churchill

The 4th and final key to success post RDR is Confidence. Any golfers amongst you will understand the impact that confidence has on your score! There are days (rare in my case) when you feel like you just can’t miss from inside 10 feet. There are others when you might be standing on the tee …

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