Standing still isn’t really an option
When all around is changing fast, you need to act with speed.
This doesn’t mean you stop attending to detail. Far from it. Take stock, prioritise, plan and implement with precision. Equip yourself with the tools, processes and people to help you do it now, not in 12 months. Then it will be too late.
The key thing is putting the most important thing in your business first: THE CLIENT.
When this happens. Everything else falls into place.
Experience and learning
Most people feel more comfortable when they are acting from a position of knowledge. Also when they can resort to some tried and tested methods.
That’s where I come in. I’ve been through the pain and celebrated the gain.
Prior to arriving on UK shores in 2004, I had a complete soaking of the financial services industry in Australia. I began working life as a commission only adviser in 1991 with wealth management company AMP and quickly learned that this wasn’t a good place for me to be.
Between 1995 and 2004, I was a partner with Profile Financial Services, a leading financial planning business that went through the business transition from commission to fee ahead of the curve. I also became a Certified Financial Planner.
It’s this experience and know how that made me want to develop a ready made process with ready to use tools for other advisers.
If you’d like to hear my full story, check out the podcast I did with NextGen Planners here.