With thoughts of summer breaks on the horizon, whether you are planning for a staycation or a trip further afield, here are some of must-reads to get your business in shape.
There have been some excellent articles this month that I don’t want you to miss.
Whatever you’re doing right now is perfect if you want to stay as you are. But to effect change and grow enjoyably, you’re going to have to do something different. Read on to find out more.
I enjoyed this series of articles from Harvard Business Review on how to lead in the stakeholder era. As financial planners, I think we’ve always led the charge on trying to do things right whilst facing some serious pushback from entrenched interests. Stakeholder capitalism feels like the same thing but for all industries, not just financial services. Well worth a read.
We all suffer from an execution gap – the difference between what we want to do, and what gets done. In this article I look at how you can improve your execution skills.
Joly famously turned around Best Buy, the US consumer electronics retailer, when most analysts predicted their demise in the face of increasing pressure from online giants like Amazon. The book is about Joly’s philosophy of business with some great anecdotes from the Best Buy journey too. Highly recommended.
Live Training with Brett – Understanding Your Client Base
On Wednesday 30th June, I’m running a 2-hour live training session on Zoom that will show you how to package up the services you offer in a way that clients can see, understand and value.
We’ll look at how to put together different packages for the different client segments that you serve, as well as how to differentiate what you do from your competitors and position yourself as the most valuable adviser at the centre of the client’s world.
All you need to do is to become a member of my Uncover Your Business Potential Online community, and that’s really easy to do.
I’m not up for wasting time, either yours or mine. Nor am I one of those waffly-types who uses a hundred words when one will do. If you’re like me and just want quality, to-the-point content delivered straight to your inbox, then subscribe to my weekly blog. No frills, no fanfare, no fuss. Just 100% solid, no-nonsense advice on growing the best Financial Planning business. You can unsubscribe at any time, we won’t be offended, although I don’t think you’ll want to.