I’ve spoken to several business owners who are trying to develop a struggling adviser. Here’s an idea you probably haven’t thought of that just might work. Do you have any advisers in your business who are struggling a bit? Are you an adviser who just knows you could be better in front of clients? I’ve got a solution for you that changed my life and my career. My story My financial services journey started in January 1991. I was 23 years old and started as a … [Read more...] about The professional development tool you’ve never heard of…
Forward Thinking
Ten of the best from Neil Bailey of Fortitude Financial Planning
It’s great to hear from leaders in the profession. They’ve often forgotten more than many of us actually know. This week’s guest blogger is one of those leaders. Neil Bailey is one of the owners and leaders of Fortitude Financial Planning. I asked him 10 Questions and asked him to share some of his wisdom with the FP Advance community. Here’s what he had to say: 1. What’s the best piece of business advice you’ve ever been given? “Stick to your knitting” i.e. focus on … [Read more...] about Ten of the best from Neil Bailey of Fortitude Financial Planning
The one key person you need in your business…
Financial planning firms that want to grow are recognising that there’s one important position they need to recruit for. Read on to find out more. If you want to grow your business faster AND have more fun while you do it, then it’s vital to consider hiring a practice manager. After 15 years of consulting to financial planning businesses, I’d go so far as to say it’s the most important hire you’ll ever make. I used to say that when firms reached a turnover level of … [Read more...] about The one key person you need in your business…
Why we hate to plan and 3 must-reads for your business
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
Where Do You Spend Your Time?
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?