07802 611643

Passionate about your business

What are your goals for 2017 (and beyond)?

This is the time of year when those advisers and planners who are serious about their success, traditionally start to map out their goals for the year to come. Some develop a written plan, because they want to be successful ‘on purpose’ rather than relying on the two most common planning strategies… ‘luck’ and ‘hope’.

However, in our experience, these individuals are in the minority. Most advisers rinse and repeat what they did last year, which is fine if you had your best year ever and achieved all the goals you set for your business. If you didn’t, however, maybe it’s time for a new approach.

So… what is your plan for 2017? That isn’t a rhetorical question. What’s the answer? What’s your plan?

Maybe you have plateaued as a business and want to find a way to take your business to the next level?

Perhaps you want to attract greater numbers of ideal clients?

Are you looking to make 2017 the year when you finally crack the formula for working with other professionals?

You might be looking to enhance your proposition by introducing and integrating cashflow planning into your proposition?

Have your client reviews become a bit predictable, boring and of questionable value to your clients?

Do you simply want to deliver a much more compelling and valuable client experience?

Is it just time to up your game?

Or have you decided to hang up your boots, sell your business and ride off into the sunset?

Whatever your goals, ‘luck and ‘hope won’t be of any help. Having a plan will! And that’s where we can help!

If you are focusing on any of these issues in 2017, we have the experience, expertise and a track record of helping our clients to address them. We are offering a special 20% discount on our consulting fees to advisers and planners who engage our services to help them address any of the above challenges between now and the end of the year (even if the consulting session doesn’t take place until early 2017).

However, that discount will only apply to the first 5 firms to engage our services so you’ll need to be quick.

So, if you are looking for (or just thinking about looking for) help with planning for a successful and profitable future, don’t miss out. Get in touch now, for a free initial chat about the issues you want to address in 2017and to see how we can help.

Quote of the week

The world makes way for the man who knows where he is going.

Ralph Waldo Emerson

Quote of the week

You cannot push anyone up the ladder, unless they are prepared to climb.

Andrew Carnegie

Quote of the week

You only live once, but if you do it right, once is enough.

Mae West

Quote of the week

Weakness of attitude becomes weakness of character.

Albert Einstein

Quote of the week

Your worth consists in what you are and not in what you have.

Thomas Edison

Quote of the week

Success is neither magical nor mysterious. Success is the natural consequence of consistently applying the basic fundamentals.

Jim Rohn

Customer or Client? And why it matters!

Do you view the people who engage your services as customers or clients? The two terms are often used interchangeably, and to many people, they are indeed the same. In reality, however, they are very different and I believe it is important that advice firms recognize and understand those differences.

The one characteristic that both clients and customers share is that they are real people. People with a specific problem (or problems) that they are looking for your help in resolving. But that’s where the similarity ends.

The nature of the ‘customer’ relationship tends to be ‘transaction’ rather than ‘relationship’ based. For example, I am a customer of both Tesco and Waitrose, but a client of neither. My weekly shop is transactional.

The ‘client’ relationship on the other hand is characterized by;

  • An ongoing relationship
  • Some level of ongoing service
  • Regular communication and/or contact
  • Keeping in touch
  • Taking a genuine interest in them as an individual

In the financial services sector we work hard to build long term relationships and look holistically at all the individuals financial planning needs and establishing what is really important to them rather than just dealing with a single issue.

But even then there are only two levers you can pull to establish a real relationship. They are

  1. What you say
  2. What you do

Clearly these must be aligned and have the client’s interests at the centre. And, when it comes down to it, it doesn’t matter whether you see the individual as a client of yours… it’s whether that individual sees themselves as your client in their mind.

Quote of the week

It doesn’t matter how slowly you go as long as you do not stop.


Where are all our leaders?

England’s dismal display at the Euros against Iceleand and the distinct lack of leadership being shown by all our politicians (with the possible exception of Nicola Sturgeon) post the EU referendum got me reflecting on the importance of effective leadership. What we need now is a leader of Churchillian character that can put the good of the UK ahead of self.

Once again, we can turn to the great leaders in the business world for an idea of what might be required right now.

When Sheelagh Whittaker became CEO of EDS Canada, she prepared a series of provocative thoughts on leadership for her new boss. Useful thoughts on which anyone in a position of leadership (sporting, business, charity or public sector) should maybe reflect.

  • A leader with vision and passion can transform a division, a corporation or a nation.
  • No one person is so brilliant that his or her ideas cannot be improved by trading thoughts with another smart person.
  • Decisiveness is not the same as being certain. I am often decisive; I am seldom certain.
  • It is important to remember that people’s behaviour towards you is not necessarily about you.
  • Those who violate your trust are the losers. An appropriate response is not to cease trust, but to place your trust elsewhere.
  • Unless you are sometimes prepared to change everything, you may end up with nothing.
  • You can get a lot more done with a few good people than you can get done with those same people hindered by some additional, unmotivated, misdirected or plain lazy colleagues.

What are your tips for effective leadership?