The Fight against Financial Planning & Investment Advice Fees, and 3 more must reads for your business from this past April. Can you believe we’re already a month into the new financial year. If you haven’t already completed your quarterly review, plan in some time to get it done this week. It’ll give you chance to sit back and reflect on your goals for Q1 and set new ones going forward. Here are five great must-read business articles that I shared on FP Advance social media this … [Read more...] about The Fight Against Financial Planning and Investment Advice Fees, and 3 more must reads for your business
What is Your Client Thinking? And why you need to know
At their service What do your clients want? Such a simple question, but with some serious effort involved to discover. The secret to becoming indispensable for your clients, is to help them solve their important issues. How well do you know your ideal clients? Here are some questions to ask yourself that can help you get inside their heads a little more. The better you know them, the better you can help them. What is my ideal client embarrassed to admit? What has my ideal client tried in the … [Read more...] about What is Your Client Thinking? And why you need to know
How To Choose Best Business Consultants For Financial Planners
When you run your own small business, asking for help can be really difficult even when you’re pretty sure it could be beneficial. This can be especially true of professionals like financial planners, for whom a large part of the day is spent advising others. They tend to be independent risk-takers. They started their business and it’s their baby. Obviously, they should know how to raise it. The fact is that very few people, however good they are at what they do, know everything about … [Read more...] about How To Choose Best Business Consultants For Financial Planners
How To Choose The Best Financial Services Consulting Firms
If you run a Financial Planning, Wealth Management, or Financial Advisory business and you are looking to improve, then you might be considering a Financial Services Consultant. But what for? Faster business growthMore incomeMarketing supportA move into genuine Financial PlanningSuccession planningPreparation for saleProcess improvementTeam issuesImproved selling skills Often, it’s a cross-over or blend of a few of these issues. But, before you start approaching consultants at random, … [Read more...] about How To Choose The Best Financial Services Consulting Firms
Behind the Business- BlueSKY Chartered Finanical Planners
This week I take a look behind the scenes at one of my current clients, BlueSKY Chartered Financial Planning. BlueSKY Chartered Financial Planning, based in Lower Early near Reading, are a business well and truly on the move. Here are a few headline numbers over the last 4 years: Total revenue is up by 88% - approaching £1.45M this yearClient numbers are down from circa 2500 to 341Revenue per planner has increased 108%, up from £174,000 to £362,000 How have they done it? BlueSKY … [Read more...] about Behind the Business- BlueSKY Chartered Finanical Planners