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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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, …
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Introducing Total Cost to Serve
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 …
Set yourself up for success in the new year
The Christmas period impacts different practices and business units in different ways. For most, January is very quiet, February is a little quiet, and by March everything is in full swing. Most …
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The Lost Business Register
Whilst most advisers keep a new business register, few in my experience keep a lost business register. Whilst it may not be a direct compliance requirement or feed into adviser sales budgets, client …