Planning for Success Archives - FP Advance

Displaying 19 Posts categorized under Planning for Success

What’s your version of success?

In business, it’s all about the results. We live in a world where the outcome is what people want to know. Nothing matters more. Except that when you really start to look at what matters it seems there are plenty of other contenders for the crown: 1. Being a trusted …

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Under pressure - FP Advance

Under pressure right now? Here’s what you need to do

If your business is under pressure right now, you need to do something.  Greg Brenneman, the number 1 turnaround guru in the world, has a simple playbook for managing in uncertain times. (FYI – I’ve linked to a full presentation from Greg at the end of this article, but have …

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Hand holding a globe with text 2020 for 2020 vision

Do you have 2020 vision?

Have you got 2020 vision, or do you need to go to Specsavers? 2020 is going to be a huge year for all of us in the Financial Planning community. Change is accelerating at an accelerating rate. It’s scary and exciting all at the same time. Here are three themes …

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Man sketching financial planning numbers and graphs on the wall

Financial Planning by numbers

Financial Planning firms that understand their numbers outperform those that don’t.  Why? Because they can pinpoint where the issues are and fix them. They spend their time working on the right issues.  Let’s Consider Profitability Are you making as much as you could or should?  It’s a question every business …

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Man falling from a ladder for lessons learned fallen CEO

Lessons from a fallen CEO

Uber, the American multinational ride-sharing company, grew from 400 team members to 14,000, in only 7 years.  Just before he was fired by the Uber board, Travis Kalanick was facing major personal issues: “His mother had died in a boating accident that also left his father seriously injured.”1 He also …

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