To round off 2021, I take a look at the blogs that have resonated most with the readers over the course of the year.
They hit on some major topics like effective planning, changing financial times and building systems that will make your business great.
If you missed them the first time around, here they are for you to catch up on. I hope you enjoy them.
Here’s to a great Christmas and a wonderful New Year.
What Next For Financial Planning In The UK?
The last two years have been momentous and the pressure for change is just going to keep on coming.
I’ve been thinking hard about the next iteration of the financial planning profession and my new White Paper, What Next For Financial Planning In The UK, discusses how you can prepare yourself for what’s coming.
The Recipe For Success (are you following it?)
Have you ever found yourself attached to the way you currently do things when you sort of know there might be a better way? In this article, I’d like to challenge that approach.
Want To Become A Financial Planner? (here’s how you do it)
I’ve always been a believer in the financial planning business model. Here’s why it’s so good and the three main things you should focus on to move yourself and your business into a financial planning model.
Seven Traits of Great Advisers
In my experience, there are some common traits that the best advisers share with each other. Read on to see how many you’ve got (or could develop).
Four Contact Points That Make Or Break Your Service
Toward the end of last year, I read Excellence Wins by Horst Schulze, co-founder of the Ritz Carlton hotel chain. It made me think of the first impressions we try to make as financial planners. I’m thinking the same principle applies.
Let’s skip past the first impressions created by your marketing and website etc. I’m interested in the “guest experience” once they’ve decided to book a “stay” with your financial planning business. What are the first four contacts with you?
What Next For Financial Planning In The UK? and 4 more popular articles of 2021
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