With the Quality of Advice Review potentially shaking up several elements of the advice process, this is providing yet another risk for advice practices to stagnate on their journey of continuous …
Quick Tip: Should you list your email on your advice website?
This quick tip covers the pros and cons of listing your email address or team email addresses on your website. This is particularly relevant for professional advisers who are in trusted positions, …
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Top tips on managing common mistakes, unprofitable clients, and complex change
Here are three helpful videos that provide businesses advice on managing common mistakes, unprofitable clients, and complex change. Hopefully, you find these valuable! The mistake too many firms …
Five tips for advisers managing their Outlook calendar when using Calendly
Perhaps, someone has set up a Calendly for you, but you need to know what to do beyond rocking up to appointments. This article is for you. Perhaps you’ve set up a Calendly for an adviser you support …
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Continuous improvement as a double-edged sword
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 …
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The subtle art of hyperlinking like a ninja
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 …
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