I bring innovation and simplicity to advice
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 →
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 …
Everyone wants quick wins, and I’m no different. Even as a long-term thinker, I love a quick win. All else being equal, 15 minutes a day saved now, means more than an hour a week we can invest into …
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Change management is hard at the best of times. Given the degree of regulatory change in financial advice, the pace of change to client expectations, and the breadth of technology solutions available, …
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We've all seen management decisions that serve to make other people miserable. They make wonderful sense on paper, but once things get down to the individual level they don't work. Whilst the causes …
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 …
Continue Reading about Set yourself up for success in the new year →
