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FP Advance 2020 Observations

Observations from 2020

Where do I even start with my observations for 2020? What a year. I’ve got seven major themes that I’ve written about this year that are all still relevant if you’re running a financial planning business in the UK. 1. Unbundling of advice Bundled advice, which is what you’ve fought …

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FP Advance People Plan

Is it time to reset your ‘people’ plan?

Everyone says they know how important good support staff are. Although you wouldn’t always know that if you observed the working environment some businesses have created for “their most important asset.” I was doing some research around ‘people’ strategy recently and re-read some excellent wisdom from Scaling Up, by Verne Harnish.  One …

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Must-reads for your business: November 2020

The last weeks of the year are fast-approaching so it’s time to slow down and refresh your hard-working brain. Here are a collection of great must-read business articles this November, to give you a new perspective and start you thinking about next year. 1. The Airbnb playbook for managing in a crisis …

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FP Advance Dont overplay your hand header

Don’t overplay your hand

Christian Bale won an Oscar and a Golden Globe for his role in The Fighter, playing Dicky Eklund, the over-the-top addict and brother of aspiring boxer Micky Ward. In Bale’s acceptance speech at the Golden Globes, he acknowledged the work of lead actor Mark Wahlberg, for playing his role in a …

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FP Advance One thing Blog Header

What’s the one thing that changes everything?

Have you ever found yourself in a situation where you just can’t break through?  You’ve been grinding away, working harder and longer, but you don’t feel like you’re making progress.   I’ve seen this issue so many times. Recently I was speaking with a business owner who was really under the cosh. A key …

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