I bring innovation and simplicity to advice
We hope you find these videos engaging and thought-provoking. Let us know your thoughts in the comments. Getting started on creating digital content: In this video, I share one quick tip for …
Continue Reading about Gender assumptions, risk elimination, client segmentation, and more →
Being open to change and having a continuous improvement mindset are great things, but stubbornness can have value too. To work in financial advice, is to work in a world of constant change, and …
Continue Reading about Continuous improvement as a double-edged sword →
Each week we share lots of articles, tips, and ideas across our social media. We've rounded up three of our favourites here. Let us know what you think in the comments. Don't make this mistake in …
Continue Reading about CRM mistakes, understanding processes, and more →
In a service profession that is centred as much on education as delivery, from social media to simple emails, we share links with clients daily. But have you ever stopped to think: Could I be doing …
Continue Reading about The subtle art of hyperlinking like a ninja →
First impressions are key to drawing potential clients in to engage with your business. In the way that a firm handshake and good posture are key to a good introduction, your website should use design …
Continue Reading about Images on advice websites – A guide →
Electronic signatures (or eSignatures) are one of my favourite examples of being able to use process and technology to strike the trifecta of improved client experience, efficiency, and risk …
