The Best Tech for Your Team, and 4 more must-reads for your business - FP Advance

The Best Tech for Your Team, and 4 more must-reads for your business

BY brett

Ready for a new season?

Spring is weeks away and many firms are preparing themselves for a shake up in the new season. Here are five articles from February that really got me thinking, just in case you missed them on our social media.

I hope they do the same for you.

Using tech to get the best out of your people

Kelli Cruz

Best tech for your team | FP Advance

The newest generation of workers tend to place a high value on flexibility in a job. This doesn’t mean they don’t want to work hard. It means many younger workers expect to have meaningful lives both inside and outside of work. They want to harness the flexibility that technology provides to their personal and professional lives. 

This demand for flexibility can create a challenge for firms. How can you provide a flexible, open-work environment, while also ensuring a productive and engaged workforce? Tech is the answer. Read on to discover some ideas that might help your human capital management.

The Defining Personality Traits of (Successful) Financial Planners

Michael Kitces

What is the most important personality trait to be a successful adviser? Most people think being extroverted really helps. However, Michael Kitces’ recent research study, looking at the personality traits of 1,000+ financial advisors, using the ‘Big Five’ framework (extroversion, conscientiousness, openness, agreeableness, and neuroticism) had some interesting results. In reality, extroversion is not the biggest predictor of success and staying power amongst financial advisors!

Read on to find out the biggest traits that defined the longest-standing and highest-income financial advisors. This might be of most interest to those of us who are not naturally extroverted.

Seth Godin on How to Say “No,” Market Like a Professional, and Win at Life

Tim Ferris

FP Advance | Advise Better, Live Better

In this podcast Tim Ferris talks to Seth Godin about the power of saying no, marketing like a pro, and winning at life in general.

Loads of great information in this one. 

Why It’s Easier to Make Decisions for Someone Else

Evan Polman

I once heard successful entrepreneur and author Daniel Priestley describe how, when faced with a big decision, he’ll go for a walk and pretend he’s asking Richard Branson what he would do if he was in the same situation. Turns out there’s some actual science behind that idea.

Check it out here in Harvard Business Review.

How one man’s eureka moment earns Disney $3bn a year

Will Smale

Andy Mooney, is chief executive of US guitar company Fender, and formerly a senior executive at both Nike and Disney. He was standing in line at an ice rink in Phoenix, Arizona, when he had a eureka moment. He noticed that a great many of the young girls – and also their mothers – had dressed up in generic princess dresses in order to look like Disney heroines: Snow White, Cinderella, and Aurora from Sleeping Beauty.

Disney didn’t sell such dresses at the time, but Mr Mooney immediately realised that the company was missing an incredibly lucrative trick. One that continues to earn the entertainment giant more than $3bn (£2.4bn) a year.

Some great lessons here for all business owners.

What’s the Best Tech for Your Team? Plus 4 more must-reads for your business from this February.

The Financial Adviser Mastermind & Challenge

I recently took part in an amazing new online event for financial planners, IFAs and advisers…

It features thirty leading advisers, experts and consultants and I’m really excited to have been part of it.

The Financial Adviser Online Mastermind & Challenge takes place between 4th and 8th March. Hundreds of financial advice professionals have already registered and you can join them – but you need to hurry or you’ll miss out…

Simply go here and register. There is no charge to view the videos.

In a clever twist, each of the presenters (including me) has set a unique challenge at the end of each video, which together have created a blueprint for a world class financial advice business. You really can’t miss it!

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ABOUT BRETT DAVIDSON When you work with FP Advance you work with me, Brett Davidson, directly. My motto is ‘advise better, live better’ and I practice what I preach. I’m straight talking and get to the heart of an issue quickly. There’s no beating about the bush, just a focus on helping things improve. Ask my clients – what I teach works.