A guidebook to niching financial advice
Specialising in a niche market is supposed to be the shortcut to a highly profitable advice practice. The reality is more complicated: not all niches create specialists.
Tag: adviser ratings
Data first: starting with the fundamentals the key to your technology stack
The most expensive mistake in advice right now isn’t buying the wrong technology. It’s feeding good technology bad data.
Client segmentation: The key to efficiency, scale and satisfaction
Client segmentation across communication and experience could be the key to achieving scale, efficiency and satisfaction.
How to build a high-performing culture when your team is no longer all in one office
If your team is scaling faster than your culture, this is the leadership conversation you need to be part of at the Investment Leaders Forum in Noosa.
From principal-centric to team-led: Letting go without losing control
The hardest transition for advice-practice founders isn’t stepping back, it’s realising that delegation, not control, is the true engine of long-term profitability.
Older, more productive advisers are earning less money… for now
The average financial adviser is older and brings in more revenue than they did a year ago, but that hasn’t translated into a fatter salary according to data from Adviser Ratings.
Affordability drives discussion, but it isn’t the right question
The question, in my view, isn’t what is affordable. It’s this: what price should we be willing to pay for long-term financial security?