This week I’ve got a special guest blogger talking about the changes they made to their tech stack, and how it’s dramatically improved both the client experience and speed of engagement. In the latter part of 2018 I had a conversation with Matthew Walne of Santorini Financial Planningand he described to me how he’d transformed the onboarding process for his clients and himself. The comment that stood out for me was how he’d reduced the time it takes to onboard a … [Read more...] about Guest Blog: My Adventures With Technology
What’s your focus; short-term or long-term?
I read an awesome blog from Seth Godin that just summed up the difference between short-term and long-term thinking. And when it comes to your business there’s only one way to think. Read on to find out why... The true costs of not doing certain activities are harder to measure than the costs of actually doing an activity. It’s why it’s so easy to make cuts in your business, and so much harder to commit to new spending and investment. Seth Godin summed it up nicely in … [Read more...] about What’s your focus; short-term or long-term?
Why we hate to plan and 3 must-reads for your business
July seems to have flown by in a flash, and now we're in the midst of the summer holiday season. Perhaps now's the time to reflect on how your year has been so far, and what your plans are for the rest of the year? As well as taking a little bit of time for yourself, to recharge. Here are 4 reflective reads for you to enjoy this July! Enjoy. Why we hate to plan... Brett Davidson Failing to plan effectively is one of the biggest roadblocks to success for most … [Read more...] about Why we hate to plan and 3 must-reads for your business
Where Do You Spend Your Time?
If you took a close look at the tasks you perform each day, how many would really be things you should be spending your time on? Not many is my guess. Read on to find out why. It’s really easy to get caught up in doing stuff that seems like it’s real work. But it’s not. We’ve all found ourselves doing tasks that apparently no one else can do. Except someone else could do them. ‘Management stuff’ I like to call it, but that’s not what it is at all. To be honest it’s a … [Read more...] about Where Do You Spend Your Time?
The first law of the domino…
This week I look at the power of just getting one seemingly small thing done. Have you ever noticed how when you fix one thing in your business, a whole load of other issues just seem to disappear? I call it the domino effect; where you knock down the first domino and set off a chain reaction of other wins. I remember back in my financial planning business in Sydney we were in disarray. We had started doing real financial planning work for clients and conducting annual … [Read more...] about The first law of the domino…