What can we learn from doctors who get sued?
Would you like to build even stronger, more productive relationships with your clients and deliver more value than ever before? Although technical knowledge seems to have taken precedence over everything else for advisers in recent years, what use is it if an adviser is not able to combine what they know with the ability to […]
Qualified financial planner – but holding back?
Just recently I had lunch with an adviser friend of mine and he revealed to me that despite becoming a certified financial planner five years ago, regularly attending meetings and events for planners and wanting to only offer a financial planning service he is not actually doing it. He said that he was still only […]
Selling your services – are you pushing or pulling?
‘To effectively engage someone, you must be operating from a higher level of consciousness than the other person at that moment’. Garrett Kramer, Stillpower At a time when consumers have more choice, are more demanding and less tolerant of being placed under any kind of negative pressure it has never been more important to up […]
Do you want more of the right clients?
An area that many advisers seem to find challenging is finding and engaging enough of the right clients. Naturally, there is a great deal of information and advice available in this area, however, if you feel you have diligently tried to find out what to do and yet continue to struggle then this article will […]
The ‘I’ll be happy when’ trap
One of life’s illusions is that the attainment of a particular goal, whatever that may be, will provide us with the happiness, fulfilment and peace of mind that we want. It is an easy trap to fall into. James was an adviser I worked with who wanted to grow his practice and bring more clients […]
The hidden secret of effective business building
“Why is it that with all the information available today on how to be successful in small business, so few people really are?” Michael Gerber When it comes to building a better business and one that provides more of the rewards that you want there are two kinds of change required – visible change and […]