Sometimes you can find yourself feeling a bit flat. Whenever that happens to me (or my clients) I know it’s time to re-focus on what’s important.

Can you see the potential for business growth, whilst simultaneously worrying about whether it might ruin the beautiful lifestyle you’ve created for yourself? If so, read on.

“Delegate and elevate” is one of the memorable lines from Gino Wickman’s book Traction. It makes perfect sense as your business grows. So why do owner-advisers want to keep holding onto their client bank?

If you are running into resistance from your business partners or advisers every time you try to implement change in your business, you might find the way you are remunerating your advisers could be giving you more headaches than you realise.

If you’re running a financial planning business that wants to be around for the next decade and more, it’s vital that your leadership team is structured for success. The world is changing and successful businesses will need to adapt. A Harvard Business Review (HBR) article that I read recently, Reinventing …