Autumn is well and truly here! With the nights getting colder, it’s the perfect time to settle in with some great reads. Here are just a few business articles that got me thinking this month, just in case you missed them. 1. Three Drivers that Maximize Practice Value Todd Doherty …
An adviser asked me recently what a normal working week looked like for other firms I work with. They explained that they were doing more than a dozen meetings each week of varying complexity and as a result, compliance work and ‘working on the business’ were a struggle. A member …
If I asked most owner-advisers to tell me what’s in their business plan, they’d quote me a turnover target. And this is where the misunderstanding started. A member of my Uncover Your Business Potential Online community wrote to me recently and said, “I get the impression the course is geared …
Advice offerings are fragmenting. When I arrived in the UK in 2004 there was the traditional industry that dominated. It was a sales culture. There was only a very small pocket of financial planners attempting to gain traction with their more client-focused and holistic approach to advice. All the old …
September marks the end of the summer break and the start of ‘business season’. It’s a great time to review the business goals you’ve set for the year to see if you’re on course to achieve them. Here are some great must-read articles to help you on your way. It’s not too late …