Eyes on the prize It’s accepted wisdom that setting goals is important. Yet, for most clients I work with, I’ve seen a range of different approaches fail. Let me give you some insight into what works best. The three types of goal There are different types of goals. Who knew? The BHAG First of all there’s your Big Hairy Audacious Goal (BHAG). The 10 or 15 years out version that needs to be a big stretch. By definition this one needs to be about 20% believable. Just to be … [Read more...] about Are Your Big Goals Big Enough?
The price is right There’s a lot of discussion around what is the ‘right’ way to charge for Financial Planning services. I get it. We’re at another inflection point in the development of our profession, and it’s right to question everything, including how your business charges. You need to be positioning your business for where things are headed in the next ten years, not where we’ve come from in the last ten. In light of that, I believe the charging conversation needs to be done in … [Read more...] about Are You Outrageously Expensive or Too Cheap?
New year, new goals This year you might be setting some big goals for yourself. That’s great, but do you have the skills required for you to actually achieve those goals? More of the same might get you to your objectives. If that’s the case this article isn’t for you. However, if more of the same is not guaranteed to get you to your goals then read on. There’s Work Involved We’ve all heard the expression that life is a marathon, not a sprint. Yet we all sprint around expecting to get … [Read more...] about 5 Behaviours to Make Your Year a Success
The self-employed adviser question In my time consulting with businesses across the UK and Ireland I’ve worked with hundreds of different firms. Some made up of employed advisers and some with advisers who are self-employed. Which works better? My experience has been that firms with self-employed advisers tend to do worse than those with employed advisers. Let me explain why. There’s no I in Team What’s your vision? What kind of business are you building? You could just say, ‘a … [Read more...] about Employed vs Self-Employed Advisers: which is best for business?
Julie Littlechild is the Founder of Absolute Engagement. She is a recognised expert on engagement, a speaker, writer and researcher. Her firm translates on-going research into meaningful workshops and programs for financial advisers. Here are her excellent practical tips to get you re-focused when you are feeling like being busy has got the best of us. Over to you, Julie. Is everything under control? Let’s face it, we live in a world in which being busy is a badge of honour. When … [Read more...] about Ask the Expert: Julie Littlechild – Have you ever felt out of control?