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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 …
Continue Reading about Acquisition Planning Part 2: The power of operational excellence →
Business has been good, and you're itching to dive into a riveting chapter of growth. Now, take a moment and think about it. Are you scared? Good, because you should be. Acquisitions are like …
Continue Reading about So, you’re thinking about an acquisition… Part 1 →
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 …
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 →
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 →
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 …
