Holidays provide the perfect time to step away and re-align our goals and values. With back to school on its way, it’s time to get back to business. Here are some great must-read articles we shared on FP Advance social media this August to help ease you back into getting things done.
If you’ve spent years working with, trusting and developing the person or persons who are taking over the business, then leave them to it. If they want your input, they’ll call you. It’s easy to read and accept what I’ve said intellectually, but it’s super hard to do in practice.
Personally, I love to see succession in our profession. If you can get it right, it perpetuates your amazing legacy.
If you’re interested in a subscription fee type model for your business (and many people are), then this article is a great read.
You can do well, by doing good. Profits and long-term value are not created by taking shortcuts. So when you think about your financial planning business, start thinking about the societal impact you can have.
You can build a business that navigates changing times and continues to deliver for clients, suppliers, shareholders, staff and your community.
I spend a bucketload of time reading articles, books, and information from all over the financial planning world. I even attend conferences abroad, as well as the usual suspects here in the UK. Why? So I can distill that down into some amazing free advice in my weekly blog. Sign up for it below. (You can leave anytime, although I don’t think you’ll want to)