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?
If that’s where you find yourself right now, then I’ve got some “business gold” for you.
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 MOREThe 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 MORE(and why he’s so passionate about financial planning)
Power Podcast - Brett DavidsonIf you’re feeling overwhelmed with running your business then take a look at this week’s blog.
READ MOREIn my experience, selling skills are not as strong as they should be in a lot of financial planning firms.
READ MOREHere are my reflections on 2023. Do you agree with my take on things?
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