Walking the Talk On Trust

Are you walking the talk on trust? As abstract and amorphous as the concept of trust may appear, we all implicitly know how essential it is to business success. Nothing meaningful or valuable happens without it. Which is why many businesses have stated goals such as...

How To Build Trust And Assess Integrity

Have you ever wondered what the best way is to build trust and assess integrity while recruiting someone? As we emerge from the worst of the COVID period, it’s clear that attracting human capital is proving to be one of the most challenging problems facing various...

Ugly Truth About Net Promoter Score

This post details the ugly truth about Net Promoter Score. When I speak with businesses about what they’re doing to assess the trust of their key stakeholders (customers, employees, suppliers), I regularly hear Net Promoter Score (NPS) is the feedback mechanism and...

Trusting The Wrong People

Have you ever wondered why we sometimes end up trusting the wrong people? A friend of mine had his trust betrayed a number of years ago by someone who wanted to merge their respective businesses. They had verbally agreed to a 50/50 equity split in a new company and,...
Why Trust Matters

Why Trust Matters

When you think about it, our economy is essentially a huge and complex network of relationships built on trust.  Organisations of all types, and the many relationships they have with key stakeholders such as employees, customers and suppliers, are functional because...

Manage the Client Journey – Foundation Stage

Manage the Client Journey – Foundation Stage

Have you ever thought about how you can successfully manage the client journey from prospect through to an established client who regularly refers new business your way? Because the industry has been undergoing so much change these last few years, it’s natural to...

MyNextAdvice vs SurveyMonkey: SurveyMonkey Alternative

MyNextAdvice vs SurveyMonkey: SurveyMonkey Alternative

This article provides a comparison of MyNextAdvice vs SurveyMonkey to help you decide if MyNextAdvice is a SurveyMonkey alternative. SurveyMonkey has been around for some time. It is well-known as a survey platform, but it's also an omnibus service catering to a wide...

Adviser Ratings Sites Need To Be Treated With Caution

Adviser Ratings Sites Need To Be Treated With Caution

We were recently contacted by a financial adviser (let’s call him Dave). He wanted to get our opinion about whether to accept an invitation to participate in a online adviser ratings and review service. The service provider had urged him to ‘claim’ his profile...

Why Client Feedback Is a Gift

Why Client Feedback Is a Gift

Some advice practices already understand why client feedback is a gift, but many are yet to embrace it as a core element of their business. Let me explain. There are some clear signs that both the government and regulators have started to recognise the presence of...

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