The adviser of the past, and most still today, limited their advice to the client to that of their specialty. The lending or credit or debt adviser (typically a Mortgage or Finance Broker) will only explore the advice needs of the client in the area of lending or debt or credit. The  tax adviser (typically an accountant) will only explore the advice needs of the client  in the area of tax  and the  retirement income (typically a Financial Planner)  adviser will only explore the advice needs of the client in the area of future lifestyle objectives, and being able to fund such objectives or maximise a social security entitlement.

But our changing clients will demand more from their adviser of the future.

The full version of article appering in GFM May, 2009

Anchoring business processes to the desired client experience.

As clients become more demanding and selective with whom they work it is critical for advice businesses to deliver an experience which contrubes to client attraction and retention. Therefore the client engagement process must be designed around the desired client experience, which will determine what the business needs to do - not the reverse!

A copy of an article published in Money Management September 4 2008

The Irresistible Offer: Attracting new clients for exponential business growth.

The advice business structured on the Dominator Model will understand the advice needs of clients better than the clients themselves. This will enable them to design an offering that is irresistible to their target markets.

A copy of article published in Money Management May 29 2008