Displaying 449 Posts categorized under Forward Thinking

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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FP Advance Packaging

It’s a Packaging Issue

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 …

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FP Advance - Reaching maximum audience

Reaching Your Maximum Audience

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 …

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FP Advance Delegate Effectively

How to delegate effectively

Everyone knows they should delegate more, but it’s a difficult skill to master. I don’t mean intellectually; everyone gets the reasoning behind delegation. However, in practice, very few business owners find that it comes easily to them. If that’s you, don’t despair. Why don’t we let go of more jobs?  There are a …

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Must-reads for your business: April 2021

The Easter holidays have come and gone and it’s time to get cracking on shaping your business up. Luckily there is plenty of great advice out there to get you going in the right direction. Here are some of our most interesting finds this month. Well worth clicking on. Playing the …

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