Onboarding new clients – don’t miss the opportunity

Onboarding new clients – don’t miss the opportunity

The moment when an individual or a business moves from being a prospective client to being a current client happens only once, but an excellent opportunity here is often overlooked.Maybe you are just relieved that they have signed up or maybe you have a million other...
Tools for dealing with people problems

Tools for dealing with people problems

People problems are the worst. And I don’t just mean staff. You might also be concerned about a lack of customers, not keeping the ones you’ve got, sorting out an issue with the soccer team you are in charge of, dealing with your kids etc, the list goes on. When...

How to advise clients in uncertain times

There’s a lot going on right now. It’s end of financial year, there’s an election going on, the accountants’ exemption finished on 30 June, there’s a raft of changes on the way for super, and the markets are being entirely unhelpful. All this makes for...