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 …
Everyone knows that to run a successful business you need to be tracking some key metrics. Business management guru Peter Drucker is often quoted as saying “you can’t manage what you can’t measure.” As a result, most financial planning firms measure loads of metrics. However, not all metrics are created equal. For …