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Category: Blog

The 10 Big Advisory Questions: 2 – What Are Advisory Services?

Richard Walters August 13, 2019

Welcome to the second edition of this video series where we talk you through the 10 Big Advisory Questions. Join Micheal as he answers Question: 2 – What Are Advisory Services? The below is a transcript of Question 2 of the 10 Big Advisory Questions Video Series – What Are Advisory Services? It seems the […]

The 10 Big Advisory Questions: 1 – Why Does Advisory Matter?

Richard Walters August 13, 2019

Welcome to the first in this new video series where we talk you through the 10 Big Advisory Questions. Join Micheal as he answers Question 1: Why does advisory matter? The below is a transcript of Question 1 of the 10 Big Advisory Questions Video Series – Why Does Advisory Matter? It seems that the […]

The Benefits of Being a Most Trusted Advisor

Richard Walters July 4, 2019

Being the clients’ Most Trusted Advisor is a long way from just telling clients what to do, even if we have wide-ranging financial acumen. Being an expert and highlighting options to clients, will always have a key place in advisory services and of course, it’s called and is familiar as consulting. There are real benefits […]

Towards or Away-from?

Richard Walters June 25, 2019

Motivation to change by new actions can also be summarised in the form of two types of progress; ‘Towards-progress’ and ‘Away-from progress.’ ‘Away-from progress’ tends to be the initial motivation to change, but can also be short-lived. ‘Towards progress’ tends to be longer-term and can be seen as life-changing. These can best be explained with […]

Where Was My 360° Appraisal?

Richard Walters June 11, 2019

We now live in a business world of appraisals and 360° ones at that! One could argue this is genuine progress, where we talk to our people and listen to their needs and inspire them to greater success. How could this not be progress? But it hasn’t always been this way in the profession. When […]

The Power of Talking

Richard Walters May 23, 2019

Do you sometimes have clients where the owners or directors seem to constantly be bickering and arguing over apparently minor matters? I certainly did and one such manufacturing client had a managing director, a sales director and a finance director. A well-balanced team you would say, plus hard working, dedicated and passionate. So what was […]