07802 611643

Passionate about your business

This is my last post of 2011. The end of the year is always a great time to take a step back and plan for the following one. By the middle of December most clients aren’t interested in seeing their adviser, they’ve got other more important things on their mind. So this is a great …

Read More

We find comfort in those who agree with us, growth among those who don’t Frank A Clark

At a recent series of conferences at which I was speaking a number of questions were posed during the day, one of which sought to establish how advisers are typically charging for the work that they do. I think it’s fair to say that a percentage of assets under management was the most common approach. …

Read More

You may not be responsible for your company’s past but you are responsible for its future

I recently had the pleasure of speaking at 3 conferences on the subject of  how to build a client proposition fit for the post RDR world. The key take-away from my session was that advisers have to engage with clients on an emotional level in order to help their clients see the value of what …

Read More

Opportunity rarely knocks on your door. Knock rather on opportunities door if you wish to enter B C Forbes