Now, we are not going to get all legal eagle on you here. But when it comes to best practice in terms of how to engage clients for example - the sole purpose of this blog - who can lay claim to any of the ideas that come to the fore?
We at PCE have heard all sorts of claims as ideas on client engagement are rolled out. "That's our work" "Our presentation" "Our process".
One of the classics has been around "Intergenerational Advice". There are several presentations out in the market place, tools and processes that have been "developed" in the last few years.
In all seriousness anyone laying claim to coming up with this : that it is their idea - is in PCEs opinion - kidding themselves.
25 years ago PCE learnt about Intergenerational Advice. 40 years ago the original lifies created IG advice.
What anyone does with IG advice now is simply to re-tell and package up the techniques.
The hottest ticket around at the moment is ....emotional intelligence.
Now if you are going to believe this is a new concept in the advice space once again you are kidding yourself.
None of it is new and no-one, no-one owns these concepts.
What is current is how these stories are being told and to whom and how well they are being told and what is the motive.
PCE has over 100 posts all free and all come with an offer of discussing them with you no strings attached.
Yes PCE are packaging up a process and yes it will be in a form you can purchase and then use in your business.
The intent is better outcomes for you, your family and your clients. But make no mistake we are using our experience, our education and our observations to tell and package stories up for you to use.
And these stories are the stories of some of the greats of our industry and most importantly most of the stories are our clients stories and in the end that's what it is all about: the client.
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