Forward Thinking

July seems to have flown by in a flash, and now we're in the midst of the summer holiday season. Perhaps now's the time to reflect on how your year has been so far, and what your plans are for the rest of the year? As well as taking a little bit of time for yourself, to recharge.  Here are 4 reflective reads for you to enjoy this July!  Enjoy. Why we hate to plan... Brett Davidson Failing to plan effectively is one of the biggest roadblocks to success for most … [Read more...] about Why we hate to plan and 3 must-reads for your business

If you took a close look at the tasks you perform each day, how many would really be things you should be spending your time on? Not many is my guess. Read on to find out why. It’s really easy to get caught up in doing stuff that seems like it’s real work.  But it’s not. We’ve all found ourselves doing tasks that apparently no one else can do. Except someone else could do them.  ‘Management stuff’ I like to call it, but that’s not what it is at all. To be honest it’s a … [Read more...] about Where Do You Spend Your Time?

Do you know your conversion rates? I don’t mean your gut feel. I mean your actual, statistically proven conversion rates. If you don’t know them, you’re not alone, but you are missing a trick. Lots of businesses I work with don’t know their basic conversion rates. That is conversion from:  Enquiries inward to first appointments bookedFirst appointments, to clients who engage to buy a financial planPlans presented, to people who implementImplementations to ongoing review … [Read more...] about How many people do you lose at each step of your advice process?

Failing to plan effectively is one of the biggest roadblocks to success for most businesses I work with. Here’s how you can get better at it. I think everyone knows that planning ahead is a better course of action than not planning ahead. Yet most businesses I know don’t plan ahead very well. Why? There are a few possibilities: a.) Maybe they don’t know how. b.) It hurts a bit. That is, it takes effort and can give you a brain ache c.) Planning forces you to confront … [Read more...] about Secrets to stepping off the treadmill

Summer has arrived, although it might not feel like it outside! Here are some great articles that will help you spend more time enjoying the sunshine (hopefully). Take a step away from getting things done, and get reading. You’ll thank yourself for it. Post The Salaries on The Fridge Philip Palaveev A financial planning executive accidentally sent the entire salary structure of the firm to all of its employees, and it caused a lot of consternation. Palaveev says … [Read more...] about Must-Reads for Your Business: June 2019