Sage words
Nick Hixson, a long-standing collaborator, who has provided ideas and support as we have built LandmarkPD, sent me an inspiring
Read MoreSeek and solve
Professionals tend to see themselves as solvers. Life is a never ending to-do list. As soon as one task is
Read MoreBusiness exit support
The title, business exit support, infers that this is a service you would offer clients at the end of their
Read MoreThree key questions
If you answer YES to any of the following questions you will likely benefit from LandmarkPD’s ideas and resources? Do
Read MoreStepping out…
Do you rely on referrals to grow your practice? Are you sitting in your office waiting for someone to call?
Read MoreShatter the ‘advisory’ myth
It is the perceived wisdom of many practitioners that clients are not amenable to paying for advisory services and just
Read MoreWhose back are you watching?
Professional advisers have an obligation to keep their clients informed of changes in, or the application of, legislation; and by
Read MoreThis is a great offer
Is your firm interested in shifting from pure compliance towards advisory services, but hits a brick wall when you try
Read MorePurposeful business planning
As a practitioner, I have many conversations with clients about the value of business planning. Over the years I have
Read MoreUnprofitable work
According to the 80:20 rule, we are spending 80% of our time looking after the concerns of 20% of our
Read MorePost COVID risk
We like to believe that all our clients are worthy individuals who deliver information on time, are hungry and appreciative
Read MoreThinking outside the box
I am often asked for examples of how our Fee Builder client alerts and monthly marketing material can be used
Read MoreChanging the conversation
During my calls with practitioners, the discussion often turns to the old chestnut, “My clients just want the basics –
Read MoreIt doesn’t get much easier than this
I am frequently quizzed by harassed practitioners, who can see the value in developing their practices, but have no idea
Read MoreNo time for practice development?
It may well be that you have no interest in developing your practice? We doubt this is true. What is
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