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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eSignatures: A missed opportunity
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 …
My favourite ‘no brainers’ for process improvement
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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