“I quit.” “Enough already. That’s it. No more. It’s over.” Ever had a day like that?  I have.  I used to quit my business when a tough stretch dragged on for too many months.  Maybe you’ve felt the same way at times.  It feels great to just quit.  Then, I start planning my retirement to a Greek …

The succession issue is one that more and more firms are attempting to address.  While plenty of business owners are still happy to sell out to a consolidator, there are others who don’t want to take that route.  I understand why not. They want their client care and business approach to carry on. …

One vitally important skill to master as a business owner is forecasting.  If you can accurately forecast your income it gives you a feeling of confidence. If you can’t, it can really sap your confidence.  One key metric to track that helps greatly with forecasting your future income, is what I call …

The killing of George Floyd in the US has unleashed a wave of protest around the world.  Like you, I was horrified to watch the video of a policeman with his knee on George’s neck for 8 or 9 minutes, eventually killing him.  It’s not the first time we’ve seen this occur …

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 …