blog

How structure diagrams can boost client understanding and reflect well upon your firm   Summary Condensing complex legal structures into…

Are you looking to grow your business but worried about implementing changes? From examining the basics of value-adding services to discussions with financial practitioners who’ve successfully grown their business, there’s much to discover about adding complementary services to your firm.

Four years ago today, at around 5.30AM on Easter Friday, I made a career changing decision….that I would quit my well paid job with a well respected company where I’d worked for the past five years.

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.