Displaying 448 Posts categorized under Forward Thinking

FP Advance Breakthrough

How to break through your current turnover ceiling

Every single adviser makes every single mistake that every other adviser who went before them has made. There, I said it. And I’m sorry if it sounds harsh. It’s not meant to be. It’s simply meant to get you thinking about the upside of not making some of those mistakes. And the upside …

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FP Advance - Make The Main Thing The Main Thing

Make The Main Thing The Main Thing

Having too many ‘priorities’ is the route to mediocrity. This week I look at the power of focusing on the big stuff. What’s the one big thing that, if you could get it done, would change your business for the better? It’s a great question to be asking yourself regularly: …

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How Great Advisers REALLY Demonstrate Value to Their Clients

One of the biggest causes of adviser angst is ‘value’.  Lots of questions run through your mind on a repeat loop: “Do I add value to my clients?” “Am I really worth it?”  “Can I justify the prices I charge?” When you are scared of the FCA challenging your fees, …

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Seven Traits of Great Advisers

When I’m working with adviser-owners in my Uncover Your Business Potential Online community or in my individual consulting work, I’m often asked what other firms are doing right. Rest assured, I don’t give away any proprietary secrets. The truth is what makes some business owners great is almost never related to …

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Must-reads for your business: May 2021

With thoughts of summer breaks on the horizon, whether you are planning for a staycation or a trip further afield, here are some of May’s must-reads to get your business in shape. There have been some excellent articles this May that I don’t want you to miss. How to delegate effectively Brett …

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