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Passionate about your business

Too few organisations really focus on the overall customer experience. I remember in a previous life the “customer services” department (why did only one department see this as their priority???) measured the time it took each area to complete their part of the process. The challenge was that nobody was measuring the time taken to …

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If you want to achieve widespread impact and lasting value, be bold Howard Schultz, US Entrepreneur and Chairman of Starbucks

How do advisers who enjoy a consistently high level of referrals do it?  In this article, Matt Anderson (author of “Fearless Referrals”) explains the qualities advisers need to increase their success rate.

The greatest danger in times of turbulence is not the turbulence, it is to act with yesterday’s logic Peter Drucker

For today’s blog post, I’m grateful to Kevin Ferriby of Informed Financial planning for highlighting this article by Dan Allison about why your clients might not be referring you to their network. It follows, very closely, a similar post of mine some time ago which you can revisit here

We’re here to make good things happen for other people. Do that… and you’ll make good things happen for yourself Sam Parker (Founder of Give More”)

That was the brief I was given by IFA Online, when they asked me (and some of my peers) for our top tips for anyone thinking about setting up their own IFA practice  today. Click here to see what I, and everyone else had to say. Many of these tips apply equally to running an …

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E mail is still one of the most effective marketing strategies. Yes, even despite all the hype about twitter, facebook and other social media platforms. But what are the key things you need to get right in order to be successful in reaching and attracting your target market. Tip 1: Build your list Start building your …

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