One vitally important skill to master as a business owner is forecasting.  If you can accurately forecast your income it gives you a feeling of confidence. If you can’t, it can really sap your confidence.  One key metric to track that helps greatly with forecasting your future income, is what I call …

The killing of George Floyd in the US has unleashed a wave of protest around the world.  Like you, I was horrified to watch the video of a policeman with his knee on George’s neck for 8 or 9 minutes, eventually killing him.  It’s not the first time we’ve seen this occur …

For most financial planning firms, the vast majority of their time is spent on servicing existing clients.  Much of that time is spent preparing for and delivering client reviews; or ongoing planning meetings, as some people prefer to call them.  Your ongoing planning meeting is the engine-room that delivers client …

Have you ever gone through a phase in your life where you can’t quite get yourself out of bed in the morning? I mean literally. For days, weeks or months on end, your motivation seems to have left the building. I’ve occasionally had these phases in my own life and …

Do you plan your day first thing every morning, or do you just jump straight in and answer a few emails? In the past I knew I needed to plan my day, but still failed to do it. I’ll explain why later in this article. Nowadays I start every day with …