The Advisor Institute in Southport | Consultation agency

The Advisor Institute

Locality: Southport

Phone: 0429 84 36 36

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25.01.2022 A message worth sharing with your team and your clients alike.

25.01.2022 Challenging conventional wisdom can work in your favour.

25.01.2022 Simon Sinek clearly lays out some of the 'essentials' for good leadership in this Ted talk.

24.01.2022 Traditionally Accountants have worked with history. What now needs to happen is they have to begin helping clients plan the future which is where 'real value' can be added.

23.01.2022 Could have talked for hours on this subject but Eddie had to keep it tight.

23.01.2022 Check out video 01 of this series where John Tsoulos 'spills the beanz' on the 2018 Global Business Camp https://vimeo.com/kerryking/gbc01

23.01.2022 Last week I spoke with client and great copywriter Eddie Bryant for his podcast titled: " Tips to elimate cashflow nightmares ...". Click on the link below to listen:

21.01.2022 I haven't been able to help my clients with improving the financial outcomes of their business ... YET. Watch this video and you'll see what I mean by that.

21.01.2022 When Practitioners decide to provide Business Advisory Services it is important to 'productise' each service by documenting the process not only in a written procedure but also in a graphic way. This web site provides an overview of how you might do this. This makes for better communication within the team and as a means of tracking practice performance with each client.

20.01.2022 Once again Alan Kohler has described actions within the corporate world so that even simple people like me can understand it.

20.01.2022 A lesson on 'Value Pricing'. No conscience here or arithmetic, just 'value' determination based on the size and value of the problem/solution to the client.

19.01.2022 I'm inclined to agree.

19.01.2022 Thanks to #alanweiss for passing on this quote "Running away from your problems is not a race you're going to win." - author unknown to AW

19.01.2022 I consider myself fortunate that Peter and Linda looked to yours truly and 'The Advisor Institute' to kick start their foray into Business Advisory Services enrolling in the Advisor Fast-track Program.

18.01.2022 Congratulations to Electra Frost and her team at Discovery Accountants & Advisers, Agnes Water, Qld who made the decision to serve their clients more fully by joining our ‘Advisor Kick-start’ Program.

16.01.2022 I love the bullet point that says this: "Don’t give me 20 graphs just because you can. Give me the two that really matter." and this one: "And please, don’t go straight to expenses in your commentary. Lead me through my revenue and gross margins. ... Help me uncover the underlying issues that will determine my future." and this one too: "Along the way, captivate me with advice about making my business more saleable. Also, help me find the means to maximise my super contributions along the way. My retirement aspirations are integrally linked to this encouragement and assistance." Great commentary Scott Charlton.

16.01.2022 Hopefully these recent appointments will deliver real benefits to SME's and in particular more opportunity and incentives to work with professional advisors.

16.01.2022 This is a great piece from Tracy Sheen that all Practitioners should find useful.

14.01.2022 I'm going. Who's coming with me? Check out this 'special' price that John is offering.

13.01.2022 Business Advisors would do well to listen in on this weekly podcast for entertaining (and informative) commentary on what's happening in the stock market (and other places). So why did the board of AACo (Australian Agriculture Company) appoint Jessica Rudd to it's board? And wasn't because of her Dad (ex-PM Kevin Rudd).

13.01.2022 Very much like the roles described in our Entrepreneurial Cycle diagram in the ClientSAFE Advisor Tool Kit. It's important for your client to recognise which is their dominant role and help them grow to their peak potential. Their business depends on it..

13.01.2022 Another 'entertaining' and 'informative' Money Cafe podcast this week with Alan Kohler and James Kirby.

13.01.2022 All business owners should be looking at how they are dealing with the issue raised here. Bad team or bad leadership?

12.01.2022 "Farming is the only business that buys everything at retail, sells everything at wholesale and pays the freight both ways." - John F Kennedy.

11.01.2022 Practice owners need to continually be vigilant that they are meeting the full needs (many unspoken) of their clients. This NAB survey highlights what many Practitioners are overlooking.

08.01.2022 As Accountants, we must remember, it's not always about the numbers.We must go beyond that and explain what they mean in terms of what actions may be required to improve (or build) on them. Then clients will see the value of your advice.

06.01.2022 Take a few moments to read this and you could soon be adding tens of thousands to your bottom line without looking for extra clients.

06.01.2022 It takes a bit more than reviewing numbers on a P and L Statement to covert this into 'strategic solutions and advice' me thinks. To give small practice owners that next level of thinking and analysis we offer the 'Advisor Fast-track Program'.

05.01.2022 Accountants should be at the forefront of this initiative with their clients to make sure the 'numbers add up' in terms of ROA, ROI and positive cash flow BEFORE taking on more debt simply because they can get access to it.

04.01.2022 Good tips here from my Mentoring Program client. Accounting Practitioners should pass the link on to SME clients.

04.01.2022 Good advice from an experienced professional.

02.01.2022 Comm Bank survey reveals that 70% of firms believe that business advisory services will be highest in demand by clients:

02.01.2022 Congratulations to Coral Page and the team at Knox Taxation and Business Advisory for making the decision to take the next step building up the Business Advisory Services of the Practice. 1st Step: Advisor Fast-track Program. and now 2nd Step: Advisor Momentum Program. Let's go!

02.01.2022 Congratulations to Carmel Summers at Quantify Accounting Solutions at Toowoomba, Qld who made the decision to serve her clients more fully by joining our ‘Advisor Kick-start’ Program.

01.01.2022 When Michael Gerber wrote his book 'The E-Myth - Why most small businesses don't work and what to do about it' he highlighted 2 specific roles self employed business owners adopt. They were 'The Technician' and 'The Manager'. How much time are you spending fulfilling those. One is dominated by 'urgency' and the other by 'importance'.... Using the Entrepreneurial Diagram(TM) in our ClientSAFE(TM) - Business Advisor Tool Kit will help you get this conversation started with clients.