Why Compliance Firms Don’t Understand the Financial Planning model In my opinion, there are several reasons why compliance firms don’t ‘get’ the Financial Planning model: A vast majority of compliance people come from ‘old school’ compliance backgrounds, which traditionally focus on regulating product sales. This would make sense as it …
A well-run business can be the key to wealth and happiness and in the post-Retail Distribution Review era, it’s truer than ever. It’s time for our profession to move beyond qualifications, proposition and compliance and step up to great business management. Financial Advisory firms have never had it so good …
Managing your business effectively can make work fun again. If you’re feeling the frustration, read on or listen to the podcast for some tips on how good MI can point you in the right direction! I want to share this short podcast with you all about how to bring the …
Jason Butler of Bloomsbury Wealth Jason Butler, Caroline Gowen and Robert Lockie are the founders of Bloomsbury Wealth. In my opinion, Bloomsbury are one of the leading Financial Planning firms in the UK and are genuine innovators. Spend any time at all with Jason Butler and you’ll be amazed at the array …
We’ve just finished another calendar year, which always gets me thinking about my life and my business. Have I been all-in or have I been just settling for? How about you? All-In vs Settling For: What’s The Difference? I believe settling for is not doing what you know in your …