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 …

With the costs of industry levies and professional indemnity insurance rising at an astronomical rate, many independent owner-advisers feel threatened.  I get it. It’s scary.  But it’s also overcomable (is that a word?). Independently owned firms provide the highest quality advice and the best customer care. They should be the …

Hard to believe but we’re at the end of the first quarter of 2021 already. You may already have a quarterly review planned, but you also need to give your mindset a refresh too. One of the best ways to do that is by learning something new. With that in mind, here …

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 …