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How To Move Your Business To The Next Level
You can have a re-set in your business whenever you feel it’s necessary, it doesn’t have to be reserved for a special occasion
In fact, the need for a re-set can hit you at any time in your business development, even if you’re a business that’s “on it and organised”.
Sometimes you’ve changed so much (often without realising it) that the pressure to re-set becomes overwhelming.
Can you relate to any of these three common issues?
- You’re feeling stuck and have lost some of the love for your business
- You’re ambitious and feel like you’re underperforming
- Your personal bandwidth is maxed out and you’re stretched too thin by the never-ending demands of your business
If that’s where you find yourself right now, then I’ve got some “business gold” for you.
Whitepapers
How To Solve The Scale Problem (In Financial Planning businesses)
Financial planning delivered by independently owned firms is the killer service in the market. So why do the bigger branded players still control the lion’s share of the advice marketplace? It makes no sense and it’s time we called out the issue.
READ MOREAre You Like A Needle In A Haystack?
The purpose of this white paper is to highlight the big challenges that your potential clients are facing and to provide ideas, suggestions and the tools to help you create the next iteration of your business.
It’s been written for financial advisers who realise they are going to be swimming in an increasingly competitive pool and who are looking for insight on how to remain a force for good.
READ MOREFree Content
A 30 Minute Podcast With Brett
(and why he’s so passionate about financial planning)
Power Podcast - Brett Davidson
Free Webinars
How To Blow Your Clients’ Minds Why Financial Planning Is Good For Your Business How To Make Recommendations Clients Will Follow
Top Tips For Assembling A Great Team
Three mistakes everyone makes when assembling a team Do NOT consider hiring more advisers Growth Strategies: The shadow adviserLatest Blog Posts
The Pitfalls of Profit Share
Profit sharing may seem like a great idea to motivate staff and help build the business, but it can so easily go wrong. Let me explain.
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Expert Wealth
Expert Wealth won Adviser Firm of the Year and added £1M of saleable value in Just 3 Years (even though they don’t want to sell). Check out their story.
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Easy On The Carrots
Want to build a successful business full of great people you can trust to do a fantastic job for your clients? Avoid bad incentives. Here’s article 2 in my series on getting your remuneration right.
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