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 …

Dear Owner,Thanks so much for your letter. I really appreciated the time you’d taken to let me into how you are feeling. That means a lot. I thought I’d repay the courtesy with an insight into my headspace right now. I’m hoping it continues to build on our relationship, which …

Dear Successor, I wanted to write you this letter explaining how I’m feeling right now. I know I should be able to share this with you face to face, but I’m struggling. Reaching the end of one’s career is a much more difficult time and transition than I ever gave it …

One of the most important skills for any adviser to master is converting new clients. That is, taking a new enquiry all the way from initial contact right through to becoming an ongoing client.And while any adviser who is currently in business must know how to do it at a …

In 18 years of consulting I’ve worked with hundreds of financial planning firms. Some of them were already world-class when I was invited in, but most were still aspiring, in that they knew what they were trying to create, but just weren’t quite where they wanted to be. In this …