Business planning Archives - Page 7 of 8 - FP Advance

Displaying 38 Posts categorized under Business planning

Focus: A Call To Action

One of the great frustrations of running your own business is feeling like you’re on a treadmill, or stuck at your current level of growth. Of course, this happens to everyone from time to time but if you’ve been stuck for a while and want to start moving forward again, …

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Setting Your Business Vision

Everyone knows the benefit of having a clear business vision and strategy! Or do they? The benefits of a clear strategy It’s imperative for all firms to have a clear business vision and to effectively communicate that vision to their employees. Without a clear business vision, there are bound to …

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Are You A Vampire, Adviser?

Summertime Selling Skills by Brett Davidson Here we are on week three of my Summertime Selling Skills series, where I discuss the top 10 mistakes advisers make at the first meeting. We’ve talked about talking, and stepping away from the fact finder…today I’m asking, are you a vampire, adviser? First …

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You Talk Too Much

Summertime Selling Skills Throughout August and into September I’ll be bringing you a Summertime Selling Skills series all about the first meeting. There are four aims for a good first meeting: For you to understand something of the client’s issues For the client to understand the real issues they are …

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Should You Charge Hourly Rates For Advice?

I’m not saying that hourly rate charging doesn’t have a role to play for some jobs in some circumstances, but in general I don’t like hourly rate charging for several reasons: As a client who pays hourly rates to an accountant and legal people myself, I always find it a …

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