Are you finding it hard to finish work?
Many financial advisers that I speak to these days [...]
Set great Performance Goals for 2025
Goal setting plays a key role in getting your [...]
AIDA – understand your client’s buying cycle
First of all, this is not a review of [...]
Where you can add value in estate planning
Estate planning has become a routine and valued part [...]
Your role as a financial therapist
I really think the importance of the role that [...]
How come you’re not selling more protection?
This is a question I’ve found myself asking of [...]
Have you segmented your existing clients in a structured way?
As an important element of the research completed for [...]
What’s your advice business worth (to someone else)?
This is the first in a two part-series of [...]
What’s the right charging structure for you?
Trail commission. Is it the silver bullet that enables [...]
What’s the right niche for your business?
As someone who runs a niche business myself, concentrating [...]