Small group - Facilitated Program - 3 spots remaining - don't miss out

Client Value Proposition / Business Processes / Business Growth / 6 October 2020

The Program draws upon my 26 years’ experience as an adviser and six years helping advisers to a new ‘above the line’ life coaching approach to financial advice, where...

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The Fee Evolution

Practice Management / Business Intelligence / Strategy / Client Value Proposition / Business Processes / 25 September 2020

The Fee Evolution

Practice Management / Business Intelligence / Strategy / Client Value Proposition / Business Processes / 25 September 2020

It is a well-established tenet of business that while price is defined as the financial reward to your business for providing services to your clients, value is defined as what your clients perceive...

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The Client Centric Advice Program - online (introduction video)

Program Page / Client Value Proposition / Business Growth / Business Processes / Investment Philosophy / 23 September 2020

The Client Centric Advice Program - online (introduction video)

Program Page / Client Value Proposition / Business Growth / Business Processes / Investment Philosophy / 23 September 2020

Broadly, as you may well know, key issues for advisers are lack of growth, lack of efficiency, automating systems and processes (which means getting a system and process, THEN automating it) including workflows, managing compliance and regulatory changes,...

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Client Centric Advice Program

Client Value Proposition / Investment Philosophy / Business Processes / Client Segmentation, Service & Pricing / Business Growth / Strategy / Practice Management / 21 September 2020

Client Centric Advice Program

Client Value Proposition / Investment Philosophy / Business Processes / Client Segmentation, Service & Pricing / Business Growth / Strategy / Practice Management / 21 September 2020

Broadly, as you may well know, key issues for advisers are lack of growth, lack of efficiency, automating systems and processes (which means getting a system and process, THEN automating it) including workflows, managing compliance and regulatory changes,...

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Podcast - Welcome to episode 54 of The Innovating Advice Show

Client Value Proposition / Marketing / Strategy / Investment Philosophy / 11 August 2020

Podcast - Welcome to episode 54 of The Innovating Advice Show

Client Value Proposition / Marketing / Strategy / Investment Philosophy / 11 August 2020

Welcome to episode 54 of The Innovating Advice Show.  I’m joined by David Haintz, founder of Global Adviser Alpha in Australia which he started after a very successful exit from his prior firm in...

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Play the piano, don’t move it

Practice Management / Strategy / Business Growth / Business Processes / 10 August 2020

Play the piano, don’t move it

Practice Management / Strategy / Business Growth / Business Processes / 10 August 2020

There’s an old saying about specialisation: Liberace was paid to play pianos, not to move them. Yet, Australian advisers aren’t taking that lesson to heart, spending too much time doing the financial planning...

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XY Podcast

Client Value Proposition / Business Growth / Business Processes / 9 August 2020

XY Podcast

Client Value Proposition / Business Growth / Business Processes / 9 August 2020

Great chatting to Clayton Daniel from XY Adviser about some tips for financial advisers from my keys points of inflection & epiphanies over the last 30 years - including why I now do...

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