Financial planning delivered by independently owned firms is the killer service in the market. So why aren’t we making a bigger impact?

As the economic screws slowly get tightened it can be a worrying time for business owners. But here are a few reasons to be cheerful if you run a financial planning firm.

Sometimes you can find yourself feeling a bit flat. Whenever that happens to me (or my clients) I know it’s time to re-focus on what’s important.

Can you see the potential for business growth, whilst simultaneously worrying about whether it might ruin the beautiful lifestyle you’ve created for yourself? If so, read on.

“Delegate and elevate” is one of the memorable lines from Gino Wickman’s book Traction. It makes perfect sense as your business grows. So why do owner-advisers want to keep holding onto their client bank?