Do the right thing Financial Planning ‘done right’ is a thing of beauty. It can transform people’s lives, which in turn can have a major positive impact on society. Does all of that sound a little too grandiose to you? Is it possible to have a strongly performing business (in …
What’s in store for you? A new season is the perfect time to be revisiting your business plan, especially ‘why’ you are doing what you are doing. In my experience, unless you are crystal clear on the payoff for all the hard work, it can quickly become just hard work. …
It’s been a challenging year for many of us, but I’ve found my passion for helping financial planning business owners achieve a healthy and prosperous work/life balance has kept me going. And hopefully some of the tips, articles and wisdom from others in these newsletters has helping many of you …
The productivity delusion Do you plan your day first thing every morning, or do you just jump straight in and answer a few emails? In the past I knew I needed to plan my day, but still failed to do it. I’ll explain why later in this article. Nowadays I …
Revisit your first meeting skills How are your first meetings going with new prospective clients? Only you’ll know the answer to this, but here are a few questions to help you focus: Are you converting as many clients as you’d like to? Are you able to set up a situation …