Who’s the best client for you? The very first skill you have to get to grips with as a new advisory business is finding new clients. That helps you to survive for a while, but somewhere on your journey you need to be able to influence the type of clients that …
The frustrations of business management Business management; it’s frustrating and annoying. Why? Because no financial planner ever said, “I’m leaving this large organisation (whose values I don’t really share) so I can set up on my own and do a whole load of business management.” You didn’t sign up for …
Perfecting Your Process There’s an unseen enemy lurking within your business. It’s a lack of defined processes. Having strong systems and processes (and the two are inextricably linked, in my view) is the first step in achieving profitability and quality of life. As any business owner knows, you need time and …
Could a virtual assistant help your business grow? If you run a small firm and you haven’t considered hiring yourself a Virtual Assistant (VA) then you might be missing one of the keys to unlocking your productivity and improving your delegation. I can speak about this subject with some authority …
A few weeks ago in an article on business depression I covered the six core areas that businesses must have in good shape. The six areas are: Culture (Values) People Process Business Management Financials Client Profile Last week I looked at Culture and Values. This week I’m looking at the …