Information is power If you’ve been working on the first five areas to get you moving forward: culture and values, people, process, business management, and client profile, then there’s just one last area to focus on. Your financials. Most firms can produce loads of so called management information (MI), but …
This week’s guest post, from life planning expert and author George Kinder, resonates really strongly with me for several reasons: It’s about personal credibility, which is something that matters to me and to most financial planners I know. As readers of my weekly articles will know, Deb and I have reinvented …
Now is a great time to be adviser. I had a chat with Robin Powell at Adviser 2.0 about why. First and foremost I believe that advisory firms should be one thing and one thing only — the client. Click below to watch the video and let me know what you …
This week our guest article comes from someone I know well and work closely with, Dominika Sieradzka. Dominika is a practice management consultant, and we often work with the same clients; me on strategy and structure issues, and Domi on sorting out the back office (team and processes). This article gets …
Finding the Best Online Reads With Autumn on the way and the nights getting colder there’s more time to settle in with some great reads. 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 …