Advisers Tip:make those calls

Most business people claim to dislike people calling them to try to sell them something.  But the smart business people realise that: That is exactly what they expect their own [...]

Advisers Tip:REMBER TO TAKE ACTION ON AN IDEA

If the goals you set for yourself this year are already starting to look out of reach, you need to focus on implementation—not more ideas. Put your focus on action [...]

Advisers Tip:Year of the Tiger

What inspiration will you draw on to make this year a better year in business than the one before,the markets are improving so that will help

but what about you ?are you making time for self improvement?Charlie{Tremendous }Jones,once said “That the key factors that make a difference between who you are to day and who you will be in 5 years time are the books you read and the people you meet.

Comissions Stop ! What’s your Strategy?

FPA formalises decision to move away from commission based remuneration. Ratified by the board, it sends out a powerful message and clearly signals the move to ‘fee for advice’. Change [...]

Advisers Tip:Consider What Value am i bringing to this relationship.

Why Wealthy investors are spurning advisers: CoreData principal Andrew Inwood said the latest research showed  the value that advisers can add to clients was being challenged. “It’s very clear that [...]

Advisers tip:what are other markets doing about Fees

United Kingdom :Lessons we can learn from.   In mid June 2009 the United Kingdom’s Financial Services Authority (FSA) announced changes in the format of adviser remuneration as well as [...]

Advisers Tip: Chrystal Ball for 2010

We co-create or construct our reality by our language and conversations.Visualizing comes next When implementing appreciative inquiry, the most important factor is topic choice. So you might start your conversations [...]