Happy? Are you sick of reading about how great everyone says running a Financial Planning business is? In a recent survey we conducted here at FP Advance we asked a bunch of advisers the question; “How fulfilled are you at this stage in your business?” and we got them to …
The best in the business If you’re not the go-to firm or person, you’re no one in marketing terms. Don’t believe me? Think of your own buying approach last time you had to find a builder, tradesperson, or professional in an area where you have little or no expertise. How …
Recruitment can be an expensive and time-consuming process, so it’s important to find the best people you can to join your team the first-time round. I’ve turned to Practice Management expert Dominika Sieradzka for some sound advice to pass on to you. Building a better team Recruitment can be …
The upside of mistakes Here’s the second article in my series on mistakes I have made and learned from in my career. Maybe they will be helpful for you too. Lesson Two: Do things well rather than quickly I know not everyone is wired this way, but I’m a doer. …
You can’t do everything For most advisers the part of the job they love best is giving great advice to clients. However, as the business grows and becomes more successful they can find themselves doing less and less advice and more ‘management stuff.’ The end result is a mass of …