Ray McHale, Author at Professional Planner

Professional Standards

Leverage existing trust, it’s the best place to start

The confidence hit that the advice industry has taken in the last year may not be as bad as it seems, considering the residual trust clients still have in their advisers.

Ray McHaleFebruary 13, 2019

On Practice

Unlock the benefits of client retention

Financial advice practices are blessed with low rates of churn, compared with businesses in other industries, but even a small improvement in this area adds substantial value.

Ray McHaleJanuary 31, 2019

On Practice

The importance of client fit

Carrying a client that doesn’t mesh well with your practice could be more damaging to an advice business than many owners might think.

Ray McHaleJanuary 17, 2019