What is execution and why does it matter? Put simply, execution is the ability to turn ideas into outcomes and it’s the key to any and all business success you might have (or want to have). Let me give you an example.  You start wondering why some parts of your …

One of the big challenges for adviser-owners is finding the right balance between ‘working in’ and ‘working on’ your business. I thought I’d share with you my top 5 things I’m using, reading or learning right now. They might provide a new spark for an idea you’re working on, or …

It’s an old cliché, but you don’t want to focus on the money in life if you want to be happy.  Does that mean life is a choice between making money and being happy? Absolutely not. But you do need to be careful what you wish for. I was having dinner with …

Becoming a genuine financial planner is good for you and good for your business.  If you already consider yourself a financial planner, you know this. If you’re flirting with the idea of moving your business into the financial planning space then let me explain why my opening statement is true.  What’s in …

On occasion, advisers can get frustrated with their back-office team. Perhaps it’s the errors they spot in reports, investment statements, or other client communications  Often it’s about the time it takes to get a client report out the door. Don’t they know that all these errors and delays cost money? Identify who’s …