I bring innovation and simplicity to advice
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 →
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 …
Continue Reading about My favourite ‘no brainers’ for process improvement →
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, …
Continue Reading about Four steps to the right quick wins and the right change →
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 …
