Forward Thinking Archives - Page 37 of 90 - FP Advance

Displaying 447 Posts categorized under Forward Thinking

How to Make Mistakes the Right Way

Prepare to be wrong How do you deal with mistakes in your business? I mean the really big mistakes that probably have serious consequences for the business. For example, a mis-click that buys the wrong investment for a client, costing them money. Or a mistake that has significant negative tax …

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The FCA are Looking to Catch Bad People (not you)

Compliance defiance Anyone who has worked with me will know that I don’t like seeing firms getting bogged down in compliance issues. Occasionally I’ve made the odd sensationalist comment in this space, but I assure you I’m not anti-compliance. However, I am anti buying into every rule and edict put …

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How to Stop Worrying About Losing Your Top Talent

The keys to the kingdom Retaining clients is one of the keys to success in running a Financial Planning business. And the key to retaining clients is to retain key employees. So keeping a happy productive team together, and growing it over time is a major issue for Financial Planning …

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How to Beat the Business Plan Blues

Get with the plan In my experience some of the world’s best Financial Planning firms are based in the United States. Bob Veres of Inside Information says, “There are a handful of wealth-management firms that are informally competing to be the best managed firm in our profession, and Roy Ballentine’s …

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Why You are More Creative Than You Think

Taking care of business Running your own business is not a job. There’s no guaranteed income. You don’t get selected to be a business owner. And it can be tough. I saw this data in a recent email from Gazelles strategic planning guru Verne Harnish: “TSheets by Quickbooks commissioned a …

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