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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 …
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 …
In the second part of this blog post, we’re continuing our look at the file noting process and how it may be reconsidered. The first part, which focused on trying to be smarter with our process is …
Continue Reading about Rethinking the not so humble file note – Part 2 →
