In last week’s piece Debbie shared with us some great tips for planning an effective and productive week. This week she shares with us her daily planning practice. She’s trained me in the same process and I have to say doing the weekly planning and the daily planning has made …
At FP Advance we’ve worked very hard on our effectiveness over the last few years with some pleasing results. One key step was Debbie taking the reins as CEO. Not only has she built a great team around us, but she’s sought out new tools that allow us to plan …
I’ve written before about the concept of ‘fake busy’; doing jobs that keep you in motion, but don’t really help you move your business forward. Taking on inappropriate clients, or failing to delegate jobs that you don’t really have to hang onto are good examples. The bit that no one …
Ever wished that your working environment was more enjoyable? What if joy was the central tenet of how you operated your business? At the Nucleus conference in February of 2016, I had the pleasure of meeting someone who has created just that in his company, Richard Sheridan of Menlo Innovations. …
As you know, my passion is helping financial planning business owners achieve a healthy and prosperous work/life balance, so they can advise better and live better. Today, I take a look at my most popular blog posts over the last 6 months or so. These are the three that have …