Entries by stepchange

Can you stand over your charges?

Lots of the conversations that we’re having with financial advisers are in relation to the ongoing value you are providing, and the cost being charged for delivery of that value. However if we are to be completely truthful, it doesn’t always start out from that point….   Quite a number of the conversations start out […]

Do you do business with family?

This subject came from a conversation I had recently with a young adviser – well at least he’s a good few years younger than me! As we were discussing target markets and where his clients come from, we had a very engaging conversation about doing business with family. This adviser has actively steered clear of […]

Turbo charge your business in 2022

What am I doing, talking about 2022 already? Well I’m not asking you to wish your life away, but quite a number of financial advisers have observed that August and early September are quieter times for them. And this quiet time offers an opportunity to do some planning for your business. You should always be […]

You’re fired

It’s hard enough to get clients in the first place, I hear you say… But sometimes relationships just don’t work out and it’s time to part ways. This arises relatively infrequently in personal relationships, and it also arises fairly rarely in adviser / client relationships. But just as it doesn’t make sense to stay in […]

10 years later and I’m still here…

Passing the milestone this month of 10 years of self-employment looks like it has taken its toll on me a bit… Ok in truth I’m not quite that old looking or worn out by working for myself. In fact, I’m not worn out at all, as the last decade has been by far the most […]