This week I’m excited to introduce the first of our Guest Blogs From Around The World; an international series 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 …
Displaying 447 Posts categorized under Forward Thinking
Were You There? Notes From The Conference
This week I’m writing from the IFP Conference. It is an annual event that always makes it into my diary no matter how busy I am. I can honestly say I look forward to it every year. I’ve been thinking about why this conference (and good conferences in general) are such …
10 Questions for…
Ruth Sturkey of The Red House Ruth Sturkey, Gareth Marr and Linda Whybrow co-founded The Red House in 2007. The Red House is a great boutique-sized planning firm with a superb client base, which I believe is a reflection of Ruth, Gareth and the team. Like all great businesses, their commitment to …
Investing In Your Business Today Brings Payback Tomorrow
Are You Selling Yourself Short? I’ve seen many a good advisory firm remain stuck at the same level of turnover and profitability, year in and year out. They just can’t seem to shift it up to the next gear and they are, understandably, frustrated. So, what’s getting in the way? …
Award Winning Businesses Aren't Born That Way
David Norton ‘Building Excellence’ Award The prestigious David Norton ‘Building Excellence’ Award was launched in 2008 by the Institute of Financial Planning. I’ve been fortunate enough to have been on the judging panel for this award for the past seven years. Last week I sat down with Steve Gazzard (IFP) …