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 …
Sorting the great from the good The internet is full of great shared knowledge online. So much wisdom that it’s sometimes tough to sort the great from the good. On our FP Advance social media channels we curate for you, sharing links from some of the best and brightest in the …
In last week’s piece Debbie shared with us some great tips for planning an effective and productive week. This week she shares with us her daily planning practice. She’s trained me in the same process and I have to say doing the weekly planning and the daily planning has made …
At FP Advance we’ve worked very hard on our effectiveness over the last few years with some pleasing results. One key step was Debbie taking the reins as CEO. Not only has she built a great team around us, but she’s sought out new tools that allow us to plan …
Ever wished that your working environment was more enjoyable? What if joy was the central tenet of how you operated your business? At the Nucleus conference in February of 2016, I had the pleasure of meeting someone who has created just that in his company, Richard Sheridan of Menlo Innovations. …