Forward Thinking Archives - Page 23 of 90 - FP Advance

Displaying 447 Posts categorized under Forward Thinking

Client Review FP Advance

Are your clients talking about how great you are? (Here’s how to make it happen.)

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 …

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Cutting stones or building cathedrals fp advance

Are you cutting stones or building cathedrals?

Have you ever gone through a phase in your life where you can’t quite get yourself out of bed in the morning? I mean literally. For days, weeks or months on end, your motivation seems to have left the building. I’ve occasionally had these phases in my own life and …

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Productivity Delusion FP Advance

The productivity delusion

Do you plan your day first thing every morning, or do you just jump straight in and answer a few emails? In the past I knew I needed to plan my day, but still failed to do it. I’ll explain why later in this article. Nowadays I start every day with …

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Must-reads for your business: May 2020

There have been some excellent articles this May that I don’t want you to miss. Here are some of the must-reads to get your business in shape. 1. Death by a thousand cuts Brett Davidson In a competitive environment, getting a little better all the time doesn’t look like much chop …

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Death By Thousand Cuts FP Advance

Death by a thousand cuts

Everybody knows it makes sense to control costs. It’s a fundamental of any good business. You don’t need to be told. If you run a pub or a restaurant, hiring lower-cost labour is going to save you significant amounts of money over a year. You could also keep staffing to …

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