The keys to the kingdom Retaining clients is one of the keys to success in running a Financial Planning business. And the key to retaining clients is to retain key employees. So keeping a happy productive team together, and growing it over time is a major issue for Financial Planning …
The war for talent We are in the midst of a war for talent. As I write this blog there is a shortage of good quality paraplanners, administrators and practice managers. If you’re struggling in your search for people who excel in these roles, I can assure you, you’re not …
A change of pace Several years ago in a charity auction, I bid for and won a private boxing lesson with Mark Burford from The Ring Boxing Club. When I went in for the session I was doing everything to the maximum, and one of the many tips he gave …
Share the good news The work that you do makes a difference to people. You know that. And the clients you make a difference for know it too. Do you ever communicate that to your team? I don’t mean accidentally or by osmosis. I mean deliberately and proactively. Typically, advisers …
Must-reads in case you missed them If the winter weather has driven you indoors and you’re up for some reading to while away the hours, here are some great must-read articles we shared on FP Advance’s social media this February. Hopefully they’ll inspire you to get to work whatever the …