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, …

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 …

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 …

One of the biggest challenges in being a financial planner is helping clients to see and understand the breadth of work that you do for them. Unfortunately, even today, many clients think that you simply invest their money. I believe that’s a function of our history as an emerging profession. A …

If you’re not the go-to firm or person, you’re no one in marketing terms. Don’t believe me? Think of your own buying approach last time you had to find a builder, tradesperson, or professional in an area where you have little or no expertise. How did you start the search? Who did you …