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 MORE
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 MORE
(and why he’s so passionate about financial planning)Power Podcast - Brett Davidson
In my experience, selling skills are not as strong as they should be in a lot of financial planning firms.READ MORE
Here are my reflections on 2023. Do you agree with my take on things?READ MORE
If you took a close look at the tasks you perform each day, how many would really be things you should be spending your time on? Not as many as you think is my guess. Read on to find out why.READ MORE