There are two people in the room. Why does he keep talking to me? Steph, my partner, is an equal owner of our business. We make decisions together. So why is it that the man sitting in front of us, trying to sell us his services, keeps talking to me, and really, only me? This has happened more times than you could imagine. And it never ends well for them. It does not matter how good your service is, if you direct all questions to me and expect that I am the final decision mak

A few months ago, I was having coffee at The Brown Moose (Great coffee if you're ever in St Kilda Rd Towers) with a colleague who is a BDM for hundreds of advisers. Our conversation turned to AI, and he asked if I was using it at all. I had been, I had been slowly putting together an internal document full of prompts that we could cut and paste into Copilot, ChatGPT etc depending on the type of work we were doing. He said I was doing more than most advisers he came across. Th