Displaying 449 Posts categorized under Forward Thinking

FP Advance Strategy and service

Strategy and service are directly connected

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 …

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FP Advance Fragmentation Advice

The fragmentation of the advice market

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 …

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Must-reads for your business: September 2020

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 …

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FP Advance AirBNB

The Airbnb playbook for managing in a crisis (and it’s good)

In May of 2020, Airbnb CEO and co-founder Brian Chesky sent a letter to all staff announcing the firm’s decision to layoff 1900 employees (25% of their workforce). Like many in the travel and leisure sector, they’d been hard hit, with revenues down 80%.  The way the three founders of …

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FP Advance Say No to Good and Yes to Great

Say ‘no’ to good, so you can say ‘yes’ to great

Why say ‘no’? Steve Jobs said, “True innovation is saying no to a thousand things”. The same logic applies when you are thinking about your own business. It might be saying ‘no’ to certain types of clients, so that you can say ‘yes’ to the clients you really want. It …

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