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Displaying 447 Posts categorized under Forward Thinking

The Evolution of a Great Adviser

Size isn’t everything Everyone is looking for the big, game-changing idea. Sure, every so often, once in a generation, there’s something that changes the rules of the game. However, that’s not usually how people or businesses succeed. Mostly they get there in small, incremental steps; walking it forward one small …

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Why the Financial Advisor Market Isn’t Shrinking, and 4 more must-reads for your business

Starting fresh Change is inevitable as a new year arrives, but that doesn’t have to mean change for the worse. In fact, if we move with the times, this could well be your best year so far. Here are a few articles I have found useful this month to push …

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Forget About Goals, Work on Systems

All systems go Goal setting gets all the headlines. It’s like the outgoing sibling who seems to get all the attention. Yet the quieter, less outlandish sibling is systems. Let me explain. Systems for success Goals are great. A well-crafted goal can excite you and scare you just enough to …

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Business Lessons from the Gym

Weight and see James Clear, master of all things habit, wrote a fantastic piece late last year called This is the Greatest Weightlifting Lesson I’ve Learned. If you are training for anything there is some great advice here. However, I think there are some principles that apply to your business …

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Financial Times They are A-Changin’: Rise of the Robos

Under pressure Every so often the industry conversation returns to the threat of margin compression; fancy language for the fact that maybe you won’t be able to charge so much in the future. For Financial Planning businesses, the 1% p.a. fee model has been the bedrock. What if that comes …

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