Baselines, blind spots and black holes

Re: The seven friction points of retirement advice

Good read, jenny.brown . It struck me that this is essentially a Set A vs Set B exercise—pointing out the common adviser blind spots and suggesting what should be happening instead. While the frictio...

conrad

31 days ago

23Views

2likes

0Comments

Culture shock

Culture is no longer a "nice-to-have" – it’s the deciding factor in whether your employees stay or join the great resignation wave.

Tamara.Morey

5 months ago

344Views

2likes

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Succession: handle with care

Six reflections on selling an advice business and making it work for everyone involved, including you.

Darren.Smith

2 years ago

729Views

2likes

3Comments

“Unsettling and unfair”: defining workflows

If key processes aren’t prescribed, you can expect duplication, errors and a whole lot of wasted time.

Advisely-Team

8 months ago

461Views

1like

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Blog Post

Baselines, blind spots and black holes

In this video, client engagement expert Kim Payne explains the three critical stages for ensuring a positive client experience – and they have more to do with amusement parks than you might expect.

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Re: The seven friction points of retirement advice

Culture shock

Succession: handle with care

“Unsettling and unfair”: defining workflows