Displaying 450 Posts categorized under Forward Thinking

5 Ways to Make Your Clients Happy (and why this matters)

Can you do better? Do you ever think to yourself, “I can do better than this”? Are you ready to take things up a level? If you are, then here are some issues to consider that are important for all advisers and business owners. Let’s start with a question; what’s …

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Best Business Wisdom from the Web: January 2017

Wisdom from the Web A new year and the chance to shake up your business and start moving in the right direction for success. For our FP Advance social media channels we hunt down content that is indispensable, eye-opening and thought-provoking, sharing links from some of the best and brightest …

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Behind the Business: Fortitude Financial Planning

Fortitude Financial Planning, based in Northants, are a brilliant financial planning business. I use the word ‘business’ rather than ‘firm’ or ‘practice’ quite deliberately. Their approach, and the success they’re achieving, provide a great example to anyone trying to build a business that doesn’t lose its core values as it grows …

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FP Advance | Advise Better, Live Better

Do the Right Thing: Business success without losing your soul

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 …

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FP Advance | Advise Better, Live Better

Reignite Your Business Spark

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. …

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