This week I take a look behind the scenes at one of my current clients, BlueSKY Chartered Financial Planning. BlueSKY Chartered Financial Planning, based in Lower Early near Reading, are a business well and truly on the move. Here are a few headline numbers over the last 4 years: Total revenue is up by 88% - approaching £1.45M this yearClient numbers are down from circa 2500 to 341Revenue per planner has increased 108%, up from £174,000 to £362,000 How have they done it? BlueSKY … [Read more...] about Behind the Business- BlueSKY Chartered Finanical Planners
business growth
Grow Your Business and Still Keep Clients Happy
Sustaining great service Most advisers are super responsive to their clients. However, as your business grows and you are serving more clients, it becomes harder and harder to maintain that service level. This is an important issue. For most advisers, the personal customer service component is a major competitive advantage. Compare your service to the generic service levels you receive from your bank, your pay tv provider, or your local council. Compared to that we look amazing. Get … [Read more...] about Grow Your Business and Still Keep Clients Happy
Are You a Top 5% Financial Planning Firm? You Can Be
Rise to the top Why do you strive to be better in your business? What is it that drives you?Seth Godin, author, entrepreneur and agent of change, said in a blog titled The Top 5%: “In every field, extraordinary benefits go to those seen as being in the top five percent. One out of 20. Sure, the biggest prizes go to the once-in-a-generation superstar. But that’s largely out of reach. It turns out, though, that if you’re thoughtful and diligent, the top 5% is attainable.” Don’t get me wrong, if … [Read more...] about Are You a Top 5% Financial Planning Firm? You Can Be
Think Who, Not How: A better way to grow your business
Who, not how An industry executive friend of mine has moved into a role managing a much larger team of people. The executive coach he’s working with suggested that whenever he faced an issue to resolve, he ask himself the question, “Who, not how.” The coach’s point was that when you’re the leader you don’t jump in and just do it yourself. This is the key to transitioning effectively from being a doer, to the role of leader.Peter Diamandis, serial entrepreneur and founder of the X-Prize … [Read more...] about Think Who, Not How: A better way to grow your business
The Evolution of a Great Adviser
Size isn’t everything Everyone is looking for the big, game-changing idea. Sure, every so often, once in a generation, there’s something that changes the rules of the game. However, that’s not usually how people or businesses succeed. Mostly they get there in small, incremental steps; walking it forward one small change at a time. It’s the exponential nature of the compound interest of personal development. At first, after lots of work, you can hardly see the difference. However, one becomes … [Read more...] about The Evolution of a Great Adviser