Congratulations Hamilton Wealth Management

We wish to congratulate one of our clients, Hamilton Wealth Management, for being honoured in the recent ifa Excellence Awards – the key annual awards for the financial advice industry. Hamilton Wealth Management was awarded Best Client Servicing – Company and ifa Excellence Award – Company.

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Greg Tilse
Adapting to client personalities?

Experienced professionals know that there is no single best service approach for each and every client. Of course clients bring their unique personalities to the client-professional relationship. And they each respond to some communication styles better than others. The work of Alessandra, Wexler and Barrera is one useful example of how to approach working with your clients.

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Greg Tilse
The Kingsman, the Big Banks and how not to run an NPS program

If the Banking Royal Commission has shown us anything it's the importance of culture in influencing behaviour. As we all know, as organisations grow, more and more decisions affecting clients and customers need to be delegated away from a central base of leaders. Those decisions, of course, need to get the balance right

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Greg Tilse
Net Promoter for employees

The Net Promoter System is a management philosophy that commits to earning the passionate loyalty of both clients and employees. Employees, of course, are critical to the success of all organisations, but in professional services this is doubly true, because in this industry your people are your product. 

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Greg Tilse