07802 611643

Passionate about your business

A conversation with an adviser recently about how to help clients see the value of Cashflow Modelling software prompted me to ask Mark Ferris, one of our Associate Consultants and himself a user of this software in his own advisory business, to explain how he gets clients to buy in to the (seemingly laborious) process …

Read More

Someone is sitting in the shade today, because someone planted a tree a long time ago. Warren Buffet

The Hideous Truth: It is easy to stand out in this industry if you love the customer. What’s to fear about that? David Ferguson, CEO, Nucleus

As you know, I can get a bit obsessive about “client experience. This week’s blog comes courtesy of my eldest daughter, Natalie who had a bit of a rant over the phone this week about the “experience” she was having from one of the big 4 grocery retailers. I’ll let her explain in her own …

Read More

Go as far as you can see; when you get there, you’ll be able to see farther Thomas Carlyle

A mediocre idea that generates enthusiasm will go further than a great idea that inspires no one. Mary Kay Ash

I am currently in the process of buying a new car and having narrowed it down to 2 different models I decided to visit the local dealers in the hope of making a decision. I have to say the service received has been less than impressive from both dealerships, though one has been particularly outstanding …

Read More

Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it. Ferris Bueller (from the film, Ferris Bueller’s Day Off)

The Pareto Principle, that 80% of the wealth of any country is enjoyed by just 20% of the population, is a widely used business yardstick and with good reason. In our dealings with advisory business, we see so many examples of the 80/20 rule in evidence. Most common of those is that 80% of a …

Read More

People begin to become successful the minute they decide to be. Harvey Mackay