It’s great to hear from leaders in the profession. They’ve often forgotten more than many of us actually know. This week’s guest blogger is one of those leaders. Neil Bailey is one of the owners and leaders of Fortitude Financial Planning. I asked him 10 Questions and asked him to …
Displaying 525 Posts written by brett
How to achieve your goals and 3 Must-Reads for Your Business: August 2019
Have you had the chance to step back and reflect in August? Holidays provide the perfect time to step away and re-align our goals and values. Here are our Must Reads for your Business this August, that are sure to get you ready to achieve your goals in the coming …
The one key person you need in your business…
Financial planning firms that want to grow are recognising that there’s one important position they need to recruit for. Read on to find out more. If you want to grow your business faster AND have more fun while you do it, then it’s vital to consider hiring a practice manager. …
Guest Blog: My Adventures With Technology
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.
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 …