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 …
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 …
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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 …
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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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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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