Wondering about how to grow and develop your business? Recently I did two interviews with Rob Kingsbury from Adviser Business Review. Both interviews tackle the tricky issue of growing your business. The video interview below covers three interesting areas: Building scale When to hire a practice manager Should everyone in your business be …
Displaying 447 Posts categorized under Forward Thinking
The Life / Life Balance*
* ‘The Life/Life Balance‘ is an expression I’ve nicked from Neil Bailey at Fortitude Financial Planning. Thanks Neil! Three years ago, I made a call that not only turned my business around, but more importantly, had a huge impact on the way I live my life. That call was to a Life Coach. …
Blowing Up Bad Advice
WARNING: This article contains a little bit of questionable language and a sizable rant. Do not read if you are easily offended or a bad adviser. It’s Bonfire Night here in the UK and the legend of Guy Fawkes is taking centre stage. Nowadays, Guy’s cause might be labelled as religious extremism. However, there are …
Trick Or Treat: Is The FCA At Your Door About Asset Based Pricing?
Asset Based Pricing It’s Halloween, so I’ve picked a scary topic to discuss; asset based pricing! From the industry events I’ve attended over the last twelve months, everyone seems obsessed with the FCA hunting them down for charging asset-based fees (particularly 1% of assets under management). Others are convinced that clients …
Time To Rise: Increasing Fees For Existing Clients
At some point in the evolution of your business, you’ll come to the realisation that you need to increase your fees. It’s not a comfortable place to find yourself as a business owner, as often the realisation has come about because things are financially tight in some way. It could …