The Pros and Cons The decision to go it alone is one of the make or break moments in the lives of most entrepreneurs. At first it’s really scary and exciting, which is a buzz. As time progresses, however, things can get tough – you could face financial pressures or …
Streamlining Your Annual Planning Meetings Incorporating cashflow modelling into the heart of the financial planning process is an approach that all good firms have adopted. However, many of them have over-complicated this process by doing too much preparation before getting together with a client for the annual planning meeting. In …
… (it’s not about the money) Developing professional connections can be a complex business and takes real effort. You need to be smart in choosing which firms to court so you don’t end up wasting your valuable time on the wrong targets. Finding potential professional connections with whom you have a …
This week is the first in our Guest Blogs From Around The World series for 2015, featuring articles from some of the world’s leading financial services consultants. Working as a business consultant, I’m fortunate to meet other consultants from around the world at conferences and events. No one has a mortgage on …
As you generate more work and become more successful, the workload increases. It’s almost impossible to stay so small that you won’t require any help at all in the form of extra staff or some outsourced suppliers. Like it or not; you’re now building a team. Putting Your Ideal Team Together …