Displaying 448 Posts categorized under Forward Thinking

Great Leaders Don’t Have All the Answers

Talkin’ ‘bout my generation A few weeks ago I attended the Insiders Forum conference in San Diego. One of my favourite sessions was a panel discussion with four second-generation CEOs. That is, successors who had taken over from the original founding advisers in their firms. As they talked about their …

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Is Financial Planning Facing an ‘Amazon Moment’?

Out of service How many businesses do you interact with where the service is total rubbish? If you’re like me, then the answer is “far too many”. Let me give you some examples: My big local hardware chain store, selling hardware supplies for the garden and outdoors, is appalling. There’s …

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No Money? No Problem: The good side of business constraints

Money isn’t everything Do you ever wish you had a little bit more money to play with? Or a bit more time? I was presenting to a group of adviser/owners recently and made the statement that “Lack of cash is a blessing, not a curse.” As I expected this caused …

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How to Get Yourself Off the Treadmill

Losing focus? Is it time to refocus your efforts? One of the great frustrations of running your own business is feeling like you’re on a treadmill, or stuck at your current level of growth. This happens to everyone from time to time, but if you’ve been stuck for a while, …

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A Happy Team Knows the Score

Tell your team Great businesses know that an engaged team is a key part of achieving their goals, and the best way to create a truly engaged team is to communicate relentlessly with them about what’s important. Almost every firm I know could be a little better at this type …

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