In this blog, I'm going to do something different. I'll get a little personal before dropping the insight bombs for your practice, you've come to know and love. A rare personal tale (and why I …
Beyond the Comfort Zone: High Performers confronting change and automation
Whilst we’re big fans of small incremental changes (that’s what the Kaizen management philosophy is all about after all), often we kick off our work on a financial advice business with transformative …
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Navigating the niche: Why your financial advice firm needs to get specific to get ahead
In a sea of financial advice firms, where every firm seems to be casting the widest net possible, it's easy to believe that appealing to everyone is the key to success. Spoiler alert: it's not. In …
The art of deciding when to delegate
When looking at process improvement and considering cost to serve in professional services, a common challenge is knowing when to delegate. Delegation sounds simple at the surface level. You delegate …
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Digital doorways: Navigating the client portal terrain for financial advisers
Embarking on the path of client portals can be a transformative venture for financial advisers, or a perilous trek filled with pitfalls. The landscape is littered with those who've tried and faltered, …
Acquisition Planning Part 2: The power of operational excellence
In Part 1 of this series, we covered one key way to look at an acquisition to go beyond the mere benefits of adding some scale. If you’ve followed that approach, you should have a clear view of your …
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