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The Christmas period impacts different practices and business units in different ways. For most, January is very quiet, February is a little quiet, and by March everything is in full swing. Most …
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Whilst most advisers keep a new business register, few in my experience keep a lost business register. Whilst it may not be a direct compliance requirement or feed into adviser sales budgets, client …
For a lot of people, it’d be easier to borrow $100,000 than it would be to get advice on whether you should borrow $100,000. In 2019, there are very few services that are like financial advice. Advice …
When staff are hidden behind a leader or sales staff, it’s a wasted opportunity to demonstrate the depth and breadth of talent in the business. This applies no less so in the digital context. I always …
Continue Reading about Team profiles on websites – A guide →
Complexity Creep is a subtle, but destructive force that can affect products, projects, and processes of any kind. Complexity Creep can slowly take any good idea and render it useless. The worst part …
Ever had a case go absurdly wrong? If we didn’t have a typo in the email address, and the adviser hadn’t cut that corner, and the SoA wasn't prepared by the new paraplanner who we hadn't trained …
Continue Reading about Applying the Swiss Cheese Model to advice →
