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When looking at process improvement and considering cost to serve in professional services, a common challenge is knowing when to delegate. Delegation sounds simple at the surface level. You delegate …
Continue Reading about The art of deciding when to delegate →
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 →
In the world of financial advice, we often categorise our clients into neat segments based on their revenue generation. While this is a practical approach, it tends to overlook some client categories …
Continue Reading about Client Segmentation Part 2: Unlocking the flavour of each client segment →
In the rollercoaster ride that is the financial advice world, practitioners and their teams might feel like they're stuck in an M.C. Escher painting, with every twist and turn leading to yet another …
Continue Reading about Break free from paralysis: Small steps anyone can take to make work better →
Imagine you've spent considerable effort cleaning up your data, only to find it back in disarray a few years later. Happened to you before? You’re not alone. This is a symptom of what is called …
Continue Reading about Taming process entropy: How to keep the Rubik’s Cube solved →
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 …
