For most of your financial planning career you’ve fought hard to ‘bundle’ your advice to clients. What does ‘bundled advice’ mean? It means the client gets everything included for one fee; in this case the ongoing 1% of assets under management, or flat fee that you charge (whichever version you …
To round off 2019, I take a look at the most popular blogs that have resonated most with the readers over the course of the year. They hit some major topics like effective planning, changing financial times and building systems that will make your business great. If you missed them …
2019 is almost over. What the hell happened? Here are my top 5 themes from the year just gone: 1. Hiring Was Tough I’ve never known a labour market so tight in my whole career (29 years). It didn’t matter who I spoke to, where they were located, or what …
There’s good stress and there’s bad stress. Bad stress? Relationship problems Financial worries Working too much Good stress? Challenging work Exercise Learning to play Hendrix on my guitar And while we know we need a certain level of stress in our lives to feel alive, if we go too hard …
Financial Planning firms that understand their numbers outperform those that don’t. Why? Because they can pinpoint where the issues are and fix them. They spend their time working on the right issues. Let’s Consider Profitability Are you making as much as you could or should? It’s a question every business …