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 …

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 …

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 …

If you want to improve your business, clearly the focus has to be on doing something different. Whatever you’re doing right now is perfect if you want to stay as you are, but it’s unlikely to get you where you want to go.  If you’re up for that journey then the …