Dear Owner,Thanks so much for your letter. I really appreciated the time you’d taken to let me into how you are feeling. That means a lot. I thought I’d repay the courtesy with an insight into my headspace right now. I’m hoping it continues to build on our relationship, which …

Dear Successor, I wanted to write you this letter explaining how I’m feeling right now. I know I should be able to share this with you face to face, but I’m struggling. Reaching the end of one’s career is a much more difficult time and transition than I ever gave it …

One of the most important skills for any adviser to master is converting new clients. That is, taking a new enquiry all the way from initial contact right through to becoming an ongoing client.And while any adviser who is currently in business must know how to do it at a …

In 18 years of consulting I’ve worked with hundreds of financial planning firms. Some of them were already world-class when I was invited in, but most were still aspiring, in that they knew what they were trying to create, but just weren’t quite where they wanted to be. In this …

Almost every adviser I speak to, no matter what their current revenue, thinks that the key to the growth of their business is marketing.  Well guess what? In most cases it’s not.  Marketing is an important part of your business’s growth, but if you haven’t dealt successfully with the foundations …