Are you interested in, or worried about what will happen to your clients and your team after you’ve gone? This week I explore some great thinking from the US on the topic of succession planning.
Displaying 448 Posts categorized under Forward Thinking
Growth Isn’t A Choice If You’re Good
This week’s blog is all about the hourly rate business model. Well worth a listen for anyone looking at different pricing approaches.
How To Improve Your Sales Conversions
In my experience, selling skills are not as strong as they should be in a lot of financial planning firms.
Observations from 2023
Here are my reflections on 2023. Do you agree with my take on things?
Are You Stuck At An Inflection Point?
Your business is doing well, but revenue growth has stalled? Maybe you’ve hit an inflection point. Read on to find out how to break through to the next level of performance.