Fundhouse Insights Latest Articles

14
Sep
2017

What game are you playing?

The average business in the US now has a lifespan of 30 years. This is probably less than half the average lifespan of the employees who work in these US businesses. Simon Sinek, ...
15
Aug
2017

Systematize, systematize, and when in doubt… systematize

"Most businesses fail to fulfill their potential because most small business owners are not entrepreneurs but rather technicians suffering from an "entrepreneurial seizure." So says ...
3
Aug
2017

How do you build value in your business, with certainty, in an uncertain world?

As a business owner you would be irresponsible if you did not, on a regular basis, scan the future landscape and assess the likely opportunities and threats that your business faces. ...
28
Jul
2017

The Business Benefits Of Transitioning From Commissions To Fee-Based Advisory Accounts

Successful salespeople have always had a lot of opportunities to make money. The classic compensation for salespeople - commissions - provides in most industries a sizable payment for ...
5
Jul
2017

Where your client’s life meets their money – the birth of the Financial Coach

As Carl Richards puts it: At the end of the day, when you ask somebody, "Why is your money invested the way it is?" the only correct answer to that is, "Because it gives me the greatest ...
20
Jun
2017

For professionals in business, the C-word is important, but not the one you thought

Being a professional in business raises a number of dilemmas. To what extent are you obligated to serve the needs of your clients above your own? The first FAIS Ombud, the late Charles ...
9
Jun
2017

Investment Implications of a UK Hung Parliament

The UK had an impromptu general election yesterday, called by the governing Conservative (Tory) Party a few weeks ago. While they had an outright majority leading up to the election, ...
8
Jun
2017

Innovation is everywhere. Except, it seems, when it comes to people.

Innovation is arguably the core competency of any business in the 21st Century. Such a jargon-laden statement could be straight from any management textbook. After all, as we are ...
29
May
2017

How would you like to die? How often do you ask your clients this question?

"What would we be doing now if you had died last night?" is a question one South African financial planner likes to ask early in a meeting with a potential new client. It captures the ...
24
May
2017

Your brand – it’s not on the outside… it’s inside!

How important is a brand for a financial planning business? After all, financial planning is a business that is all about the relationship. The personal touch. The aptitude to connect ...
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