Complexity Creep is a subtle, but destructive force that can affect products, projects, and processes of any kind. Complexity Creep can slowly take any good idea and render it useless. The worst part …
Applying the Swiss Cheese Model to advice
Ever had a case go absurdly wrong? If we didn’t have a typo in the email address, and the adviser hadn’t cut that corner, and the SoA wasn't prepared by the new paraplanner who we hadn't trained …
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Rethinking the not so humble file note – Part 2
In the second part of this blog post, we’re continuing our look at the file noting process and how it may be reconsidered. The first part, which focused on trying to be smarter with our process is …
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Rethinking the not so humble file note – Part 1
In this two-part post, we’re going to look at the not so humble file note and some ways we can enhance record keeping when it comes to client meetings/conversations. The file note, by virtue of its …
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What Tony Abbott can teach us about cultural change
No, this isn't an onion metaphor. And I don’t often sit down, look at a problem, and wonder to myself: What would Tony Abbott do? However, when I do see something strangely effective, I wonder if it …
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Choosing your advice tech: Capability vs. Ease of use
When it comes to technology, there is typically a trade-off between capability and ease of use. Consider the competition between iPhone and Android over the years. iPhone typically leads the way for …
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