It’s been a challenging year for many of us, but I’ve found my passion for helping financial planning business owners achieve a healthy and prosperous work/life balance has kept me going. And hopefully some of the tips, articles and wisdom from others in these newsletters has helping many of you …
The productivity delusion Do you plan your day first thing every morning, or do you just jump straight in and answer a few emails? In the past I knew I needed to plan my day, but still failed to do it. I’ll explain why later in this article. Nowadays I …
Mind the Dip Over the summer I read a short book by Seth Godin, called The Dip. Man, what a life changer. Here’s the central idea: In whatever endeavour you find yourself (business, sport, art, or any new skill), there comes a time where you go through a difficult patch: …
Information is power If you’ve been working on the first five areas to get you moving forward: culture and values, people, process, business management, and client profile, then there’s just one last area to focus on. Your financials. Most firms can produce loads of so called management information (MI), but …
This week’s guest post, from life planning expert and author George Kinder, resonates really strongly with me for several reasons: It’s about personal credibility, which is something that matters to me and to most financial planners I know. As readers of my weekly articles will know, Deb and I have reinvented …