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 …

With Spring around the corner, now is a great time to get actions in place for the second quarter of the year. Here are three articles from February that I hope will inspire you to get to work and help your business grow. When everything matters, nothing matters Brett Davidson …

Why bother writing a business plan?  That’s what an adviser asked me recently.  A good adviser, with a really good business. He told me he’d never done one – ever.  It’s a good question.  As I explained to him, if you’re happy and fulfilled then carry on. Why change a winning formula? That’s one …

Have you ever uttered the words “I hate this”?  I have.  It usually comes up when I can’t do something.  In my case, it might be when I’m faced with a DIY issue at home. I’ve told myself for years that I hate DIY.  The truth is, I’m not very …