I’ve never seen a year like it The Financial Planning profession looks like it’s at another inflection point, and this one feels big. I’ll be looking at the changes I see ahead in more detail soon, but I’d like to look back at what an amazing year 2017 was for …
Recruitment can be an expensive and time-consuming process, so it’s important to find the best people you can to join your team the first-time round. I’ve turned to Practice Management expert Dominika Sieradzka for some sound advice to pass on to you. Building a better team Recruitment can be …
The upside of mistakes Here’s the second article in my series on mistakes I have made and learned from in my career. Maybe they will be helpful for you too. Lesson Two: Do things well rather than quickly I know not everyone is wired this way, but I’m a doer. …
You can’t do everything For most advisers the part of the job they love best is giving great advice to clients. However, as the business grows and becomes more successful they can find themselves doing less and less advice and more ‘management stuff.’ The end result is a mass of …
The staff is out there One of the benefits of modern business is being able to access high-quality outsourced support. In our very own profession the rise of outsourced paraplanning and administration services is revolutionising the way many businesses operate. For small one-person owner-operated businesses, these services give them the …