Most RecentMost ViewedMost LikesThe awkward moment when it's time to increase fees How one shift in approach changed everything about how I handled the uncomfortable fee conversation. I'd like to invest in the automatic dog feeder from China When a risk-averse client expresses a sudden interest in Chinese pet supplies, it's time to ask a few questions. The small practice rollercoaster You can't control all the ups and downs – but you'll need a "what-if" plan to stay on track. Why I'm happy to be a generalist Why, after 25 years in the industry, have I decided to stay in the "generalist" camp? We don't buy what we don't understand Let me ask: have you ever had a client seem eager at first but then disappear? The wisdom of being a client of yours Here's a simple question: has your relationship produced a result for the client? Business case study: Why Anne Graham sees her role as that of a life coach Taking the time to really get to know your clients can be a prudent way for advisers to get ahead. Hearing what’s unsaid: it’s all new for clients Our latest survey results challenged our assumptions about new client satisfaction – and advisers should take note. Hearing what’s unsaid: age matters According to our latest research, 55% of clients are over 60. What does this mean for your practice? Hearing what's unsaid: self-employed clients Trouble is brewing for advisers servicing (or looking to service) the small business market. Are you paying attention?
