Bright Talk Archives | FP Advance

Displaying 18 Posts categorized under Bright Talk

Setting Your Business Vision

Everyone knows the benefit of having a clear business vision and strategy! Or do they? The benefits of a clear strategy It’s imperative for all firms to have a clear business vision and to effectively communicate that vision to their employees. Without a clear business vision, there are bound to …

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Adviser, Know Thy Market: The Secret To Business Success

Know Thy Market; Don’t Be A Generalist I’ve written about this extensively, but it’s worth repeating. You have to know: Who you work with What they want How to deliver it to them Most financial planning firms are still too generalist in nature. Why? I believe it’s because they’re scared to …

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Execution Excellence: The 5 Key Disciplines

Execution Excellence: Where Most Firms Fail. You may have the greatest ideas in the world, but if they’re not well executed, you’re going nowhere. Great firms execute and great business owners know how to get stuff done! In my experience, execution excellence can be achieved in five key disciplines: 1. …

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Understanding Your Finances: Overhead Percentage

Last week we looked at gross profit margin. This week we’re looking at overhead percentage and how both these figures determine your eventual net profit. More importantly, you’ll see how you can use these figures to highlight key issues in your business and save months, or even years of time …

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Client Communication: More Tips From The Pros

Continuing on from last week’s post on client communication; Simon Boulter and Mo Bowen, from leading UK Financial Planning firm BoulterBowen WealthCare, have shared more great client communication tips. Once again, these tips show the lengths to which great firms go to maintain simple, high quality communications. Client Communication: The Magazine …

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