The only certainties in life? Death and taxes. The three certainties if you run (or aspire to run) your own financial planning business? You will attract more clients You will need to assemble a support team You will be the handbrake in your own business Lest you sit there and think these things don’t apply to …

What do you do if you’re the owner of a financial planning business and your gut tells you that your business needs to change, but there’s no hard evidence – it’s just a hunch? Worse still, what if you’re that owner but you’ve got business partners who just don’t share …

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 …