To round off 2021, I take a look at the blogs that have resonated most with the readers over the course of the year. They hit on some major topics like effective planning, changing financial times and building systems that will make your business great. If you missed them the first …

I’m going to attempt to share my observations from 2021 without using the ‘C-word’ (COVID).  Ok, I just failed in the first sentence, but that’s it. No more mention of that damn disease, despite it dominating the headlines all year. Let’s focus on what affected financial planning: 1. The power of …

“May you live in interesting times” is often explained as a Chinese curse (although apparently there is no such expression in Chinese). But the sentiment works, regardless of the origins of the phrase. Life is often better when things are not quite so “interesting” (read turbulent or changeable).  Are we …

As we head into the last weeks of the year it’s time to slow down and refresh your hard-working brain.  Here are a collection of great must-read business articles this November, to give you a new perspective and start you thinking about next year. How To Increase Your Fees Brett Davidson …

The last two years have been momentous and the pressure for change is just going to keep on coming.  I’ve been thinking hard about the next iteration of the financial planning profession and my new White Paper, What Next For Financial Planning In The UK, discusses how you can prepare …