Simple fixes to bring the fun back to your business If you’re making a living as a Financial Planner but not enjoying it, then I can only think you must be missing some of the key elements that make it so enjoyable. Here are my top 3 reasons why you might …
Streamlining Your Annual Planning Meetings Incorporating cashflow modelling into the heart of the financial planning process is an approach that all good firms have adopted. However, many of them have over-complicated this process by doing too much preparation before getting together with a client for the annual planning meeting. In …
More Tales From The IFP Following on from last week’s blog. What Has Been The Biggest Business Breakthrough In Your Career? Part 2 5. “Joining the IFP” Rebecca Taylor of Dunham Financial Services Ltd, and the current IFP President, said that joining the IFP helped her learn the skills necessary …
…so you need to tangibly demonstrate your worth to them, both visually and in monetary terms. The opportunity to do this will usually arise at your annual review meetings, where there are just two simple things you need to get right: 1. ‘Show’ the client that everything is going to …