When faced with any decision there are first order issues to consider. However, great business leaders consider the second and third order issues too. And that’s the key to making better business decisions. Read on to find out why. I recently read Ray Dalio’s book, Principles, and boy, were there some great ideas contained in it. Dalio has spent his life trying to understand decision making and has written down a bunch of principles that he feels have helped him learn and make … [Read more...] about Three levels of good decision-making…
The professional development tool you’ve never heard of…
I’ve spoken to several business owners who are trying to develop a struggling adviser. Here’s an idea you probably haven’t thought of that just might work. Do you have any advisers in your business who are struggling a bit? Are you an adviser who just knows you could be better in front of clients? I’ve got a solution for you that changed my life and my career. My story My financial services journey started in January 1991. I was 23 years old and started as a … [Read more...] about The professional development tool you’ve never heard of…
Ten of the best from Neil Bailey of Fortitude Financial Planning
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 share some of his wisdom with the FP Advance community. Here’s what he had to say: 1. What’s the best piece of business advice you’ve ever been given? “Stick to your knitting” i.e. focus on … [Read more...] about Ten of the best from Neil Bailey of Fortitude Financial Planning
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 months! So, sit back, relax and have a read... How to achieve your goals and enjoy the chase… Brett Davidson It’s great to have goals and to be chasing them down. And it’s also important to enjoy yourself … [Read more...] about How to achieve your goals and 3 Must-Reads for Your Business: August 2019
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. After 15 years of consulting to financial planning businesses, I’d go so far as to say it’s the most important hire you’ll ever make. I used to say that when firms reached a turnover level of … [Read more...] about The one key person you need in your business…