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 …
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 …
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 …
For most financial planning firms, the vast majority of their time is spent on servicing existing clients. Much of that time is spent preparing for and delivering client reviews; or ongoing planning meetings as some people prefer to call them. Your ongoing planning meeting is the engine-room that delivers client …