It’s great to hear from leaders in the profession. They’ve often forgotten more than many of us actually know. This week’s guest blogger is one of those leaders. Neil Bailey is one of the owners and leaders of Fortitude Financial Planning. I asked him 10 Questions and asked him to …
Displaying 448 Posts categorized under Forward Thinking
The one key person you need in your business…
Financial planning firms that want to grow are recognising that there’s one important position they need to recruit for. Read on to find out more. If you want to grow your business faster AND have more fun while you do it, then it’s vital to consider hiring a practice manager. …
Why we hate to plan and 3 must-reads for your business
July seems to have flown by in a flash, and now we’re in the midst of the summer holiday season. Perhaps now’s the time to reflect on how your year has been so far, and what your plans are for the rest of the year? As well as taking a …
Where Do You Spend Your Time?
If you took a close look at the tasks you perform each day, how many would really be things you should be spending your time on? Not many is my guess. Read on to find out why. It’s really easy to get caught up in doing stuff that seems like …
How many people do you lose at each step of your advice process?
Do you know your conversion rates? I don’t mean your gut feel. I mean your actual, statistically proven conversion rates. If you don’t know them, you’re not alone, but you are missing a trick. Lots of businesses I work with don’t know their basic conversion rates. That is conversion from: …