“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?

If you are running into resistance from your business partners or advisers every time you try to implement change in your business, you might find the way you are remunerating your advisers could be giving you more headaches than you realise.

If you’re running a financial planning business that wants to be around for the next decade and more, it’s vital that your leadership team is structured for success. The world is changing and successful businesses will need to adapt. A Harvard Business Review (HBR) article that I read recently, Reinventing …

The only certainties in life? Death and taxes. The three certainties if you run (or aspire to run) your own financial planning business? You will attract more clients You will need to assemble a support team You will be the handbrake in your own business Lest you sit there and think these things don’t apply to …

What do you do if you’re the owner of a financial planning business and your gut tells you that your business needs to change, but there’s no hard evidence – it’s just a hunch? Worse still, what if you’re that owner but you’ve got business partners who just don’t share …