blog

Practical ways to address your “people problem”   During many years of coaching accounting and financial planning firms, I’ve often…

In November 2018 writing in The New Yorker magazine, Atul Guwande a Harvard Surgeon and Author identified a disturbing phenomenon.
As medical records have become electronic, doctors’ workloads have increased and their morale has fallen.
The article was recently taken up in Radio National’s “Health Report” programme;
Some of the statistics outlined in the programme were shocking.  For example, did you know that Doctors in emergency departments;

Providing useful information to people who would benefit from your services might attract them as clients.

Here are five reasons why financial planners should be confident about what lies ahead and certainly these areas will warrant attention as the year unfolds.

By fostering an entrepreneurial culture and providing a skills development program beyond technical issues, professional service firms can proactively develop rainmaking abilities in their team members.

By and large, financial planners talk a good game about ongoing service but long term clients are entitled to question whether much value actually transpires. This article provides a client’s perspective of what typically happens and poses some ways in which a better experience could be delivered.

Developing Compelling Messages For Your Target Clients Is Easier Than You Think.

As cricketers and financial institutions falter, how is your moral compass? This is the reprise of a rather heartfelt article with the same title that I wrote some years ago following the dramatic fall from grace of a global identity.

In this paper we present a light hearted look at the four different characters that are likely to be found…

Keys to a Successful Partnership in Business   Towards the end of 2017, I interviewed friend and colleague Gary Tupicoff…