Here you will find a source of interesting and educational articles from Bob's work with financial planners and their staff.

Common Value Drivers that Engineer Success

In my work with many financial planners across the Industry I continue to see critical areas of business operations that

Uncovering the Iceberg of Financial Advice

We are all aware that the costs of providing financial advice have risen significantly over recent years. I have seen

We Can All Learn From Our Clients

I had the pleasure recently of reviewing the Business Health Catscan – client survey results of one of my coaching

Increase Your Client Time

  We all know that the significant Industry changes we have experienced in recent years have added a large increase


 In my coaching activities working with financial planners I notice some basic issues with website design, content and attempts at promoting

COVID 19 exposes lack of Accountability!

It is interesting that through the Covid 19 work from home period the issues of productivity and accountability have emerged

Time to review your strategy

We all know there is alot going on for financial planners. This is particularly challenging for Principals. This is the

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