Go from strength to strength We all know how important it is to work to your strengths. Yet how many of us work deliberately at doing just that? If you want to have fun and lead a high-performing organisation, then this is something you need to really focus on and …
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 …
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 …
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 …
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 …