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
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
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…
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
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?