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
Behind the Business
Behind the Business- BlueSKY Chartered Finanical Planners
This week I take a look behind the scenes at one of my current clients, BlueSKY Chartered Financial Planning. BlueSKY Chartered Financial Planning, based in Lower Early near Reading, are a business well and truly on the move. Here are a few headline numbers over the last 4 years: Total revenue is up by 88% - approaching £1.45M this yearClient numbers are down from circa 2500 to 341Revenue per planner has increased 108%, up from £174,000 to £362,000 How have they done it? BlueSKY … [Read more...] about Behind the Business- BlueSKY Chartered Finanical Planners
Behind the Business: Bridge Investments
Bridge Investments, based in Edinburgh, are a fantastic husband-and-wife team running a brilliant and growing Financial Planning business. Angus and Shadi Kirk enrolled in our first ever Uncover Your Business Potential (UYBP) course three years ago and are just about to graduate in June 2017. They are lovely people, family focused (with four - yes four, young children) and full of ambition. This article is all about their business journey. Here are a few headline statistics. In the last … [Read more...] about Behind the Business: Bridge Investments
Behind the Business: Holland Hahn & Wills
Holland Hahn & Wills, based in Hampton Wick, are a Financial Planning business that are really finding success and going places. The three partners, Chris Hirsch, Jason Lurie and Simon Ainley, are all in their 50s and doing some of the best work of their careers, proving that it’s never too late to get things right if you’re willing. Here are a few headline statistics. In the last three years: Top line revenue is up 58% Assets Under Management are up 85% Annual recurring … [Read more...] about Behind the Business: Holland Hahn & Wills
Behind the Business: Fortitude Financial Planning
Fortitude Financial Planning, based in Northants, are a brilliant financial planning business. I use the word ‘business’ rather than ‘firm’ or ‘practice’ quite deliberately. Their approach, and the success they’re achieving, provide a great example to anyone trying to build a business that doesn’t lose its core values as it grows and becomes more successful. As I’ve written about in my previous Moving Forward series, there are six core areas that businesses must have in good shape if they want … [Read more...] about Behind the Business: Fortitude Financial Planning