The Fight against Financial Planning & Investment Advice Fees, and 3 more must reads for your business from this past April. Can you believe we’re already a month into the new financial year. If you haven’t already completed your quarterly review, plan in some time to get it done this week. It’ll give you chance to sit back and reflect on your goals for Q1 and set new ones going forward. Here are five great must-read business articles that I shared on FP Advance social media this … [Read more...] about The Fight Against Financial Planning and Investment Advice Fees, and 3 more must reads for your business
Best Business Must-Reads
How To Choose Best Business Consultants For Financial Planners
When you run your own small business, asking for help can be really difficult even when you’re pretty sure it could be beneficial. This can be especially true of professionals like financial planners, for whom a large part of the day is spent advising others. They tend to be independent risk-takers. They started their business and it’s their baby. Obviously, they should know how to raise it. The fact is that very few people, however good they are at what they do, know everything about … [Read more...] about How To Choose Best Business Consultants For Financial Planners
How To Choose The Best Financial Services Consulting Firms
If you run a Financial Planning, Wealth Management, or Financial Advisory business and you are looking to improve, then you might be considering a Financial Services Consultant. But what for? Faster business growthMore incomeMarketing supportA move into genuine Financial PlanningSuccession planningPreparation for saleProcess improvementTeam issuesImproved selling skills Often, it’s a cross-over or blend of a few of these issues. But, before you start approaching consultants at random, … [Read more...] about How To Choose The Best Financial Services Consulting Firms
How to Show Clients You’re ‘Worth It’, and 4 more must reads for your business
Reset and refresh Hard to believe but we’re at the end of the first quarter of 2019 already. I know you have your quarterly review to do, but you also you need to make sure you give your mindset a refresh too. One of the best ways to do that is by learning something new.With that in mind here are five great must-read business articles that I shared on FP Advance social media this March. Take a step away from getting things done, and get reading. You’ll thank yourself for it. Joe Duran: 4 Ways … [Read more...] about How to Show Clients You’re ‘Worth It’, and 4 more must reads for your business
The Best Tech for Your Team, and 4 more must-reads for your business
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 a 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 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 … [Read more...] about The Best Tech for Your Team, and 4 more must-reads for your business