Financial Advice Archives - Page 2 of 10 - FP Advance

Displaying 49 Posts categorized under Financial Advice

Get Better, Not Bitter: Small wins and business growth

Small wins lead to victory There are two huge mistakes we can make as business owners: Comparing ourselves to others Failing to notice the small wins I’ve had two reminders recently of the power of incremental improvement and how important it is to focus on oneself, rather than comparing to …

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Making Yourself Heard: Better Communication

What makes an expert? Experienced UK financial planner Phil Melville kindly sent me the article: Jancis Robinson on wine experts versus amateurs by ‘wine expert’ (read on to see why I put that in ‘quote marks’) Jancis Robinson (one of his clients). I’ve included a link to her full article at the end of this …

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Are You Taking Your Own Advice? Put The Fun in First

Play before work We all know you should do the work first and play later. I’m going to suggest you do exactly the opposite. You spend a large portion of time talking to clients about life not being a dress rehearsal. Are you listening to your own advice? The time to …

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Lessons From Other Professions – When You’re The Client (Part 2)

In Part 2 of our Lessons From Other Professions piece, Francis Klonowski gets a bit nervous about the anaesthetic as he gets closer to his knee replacement operation. It’s a fantastic lesson in how to be empathetic, whilst retaining control of the process, and not letting your client run the …

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Lessons From Other Professions – When You’re The Client (Part 1)

Francis Klonowski needed a knee replacement operation. He wasn’t excited about it for obvious reasons, but luckily for us he really paid attention to the process he was taken through by his medical team (and yes, it was a team, not an individual, just like in our profession). There are …

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