For most financial planning firms, the vast majority of their time is spent on servicing existing clients.  Much of that time is spent preparing for and delivering client reviews; or ongoing planning meetings, as some people prefer to call them.  Your ongoing planning meeting is the engine-room that delivers client …

Have you ever gone through a phase in your life where you can’t quite get yourself out of bed in the morning? I mean literally. For days, weeks or months on end, your motivation seems to have left the building. I’ve occasionally had these phases in my own life and …

Do you plan your day first thing every morning, or do you just jump straight in and answer a few emails? In the past I knew I needed to plan my day, but still failed to do it. I’ll explain why later in this article. Nowadays I start every day with …

There have been some excellent articles this May that I don’t want you to miss. Here are some of the must-reads to get your business in shape. 1. Death by a thousand cuts Brett Davidson In a competitive environment, getting a little better all the time doesn’t look like much chop …