When you run your own small business, asking for help can be really difficult even when you’re pretty sure it could be beneficial. This can be especially true of professionals like financial planners, for whom a large part of the day is spent advising others. They tend to be independent risk-takers. They started their business and it’s their baby. Obviously, they should know how to raise it. The fact is that very few people, however good they are at what they do, know everything about … [Read more...] about How To Choose Best Business Consultants For Financial Planners
Planning for Success
How To Choose The Best Financial Services Consulting Firms
If you run a Financial Planning, Wealth Management, or Financial Advisory business and you are looking to improve, then you might be considering a Financial Services Consultant. But what for? Faster business growthMore incomeMarketing supportA move into genuine Financial PlanningSuccession planningPreparation for saleProcess improvementTeam issuesImproved selling skills Often, it’s a cross-over or blend of a few of these issues. But, before you start approaching consultants at random, … [Read more...] about How To Choose The Best Financial Services Consulting Firms
Behind the Business- BlueSKY Chartered Finanical Planners
This week I take a look behind the scenes at one of my current clients, BlueSKY Chartered Financial Planning. BlueSKY Chartered Financial Planning, based in Lower Early near Reading, are a business well and truly on the move. Here are a few headline numbers over the last 4 years: Total revenue is up by 88% - approaching £1.45M this yearClient numbers are down from circa 2500 to 341Revenue per planner has increased 108%, up from £174,000 to £362,000 How have they done it? BlueSKY … [Read more...] about Behind the Business- BlueSKY Chartered Finanical Planners
Planning for Success: Part 2
In last week’s piece Debbie shared with us some great tips for planning an effective and productive week. This week she shares with us her daily planning practice. She’s trained me in the same process and I have to say doing the weekly planning and the daily planning has made me uber-productive. It helps me to think actively about what I can delegate every single day (which really improves my delegation skills) and also ensures that I’m working on stuff that matters. Over to you again, … [Read more...] about Planning for Success: Part 2
Planning for Success: Part 1
At FP Advance we’ve worked very hard on our effectiveness over the last few years with some pleasing results. One key step was Debbie taking the reins as CEO. Not only has she built a great team around us, but she’s sought out new tools that allow us to plan and execute better than we’ve ever done before. This week I asked Deb to share some of the strategies we use so you can see if they might fit your business too. Over to you Deb. Mastering your weekly planning Alongside my … [Read more...] about Planning for Success: Part 1