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 …
Continue Reading about Five tips for advisers managing their Outlook calendar when using Calendly →
Images on advice websites – A guide
First impressions are key to drawing potential clients in to engage with your business. In the way that a firm handshake and good posture are key to a good introduction, your website should use design …
Continue Reading about Images on advice websites – A guide →
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 …
Continue Reading about My favourite ‘no brainers’ for process improvement →
Four steps to the right quick wins and the right change
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 →