Financial Advisers Archives - Page 9 of 10 - FP Advance

Displaying 48 Posts categorized under Financial Advisers

Entrepreneurial Burnout

The Burnout Cycle Every entrepreneur has limits on what they can do. You can push yourself for a while, but eventually you reach your limit. Almost everyone I know that works for themselves has had this experience; I know I have, more than once. Here’s how the cycle goes for …

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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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Getting Your Packaging Right

Most firms struggle with packaging up what they do, but it’s absolutely critical to get this right. Without it you are constantly trying to figure out and explain what it is you do. It’s tiring. So where do people struggle? 1. They don’t see or understand their true value The …

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What Quick Fixes Can Slow The Growth Of Your Business?

As business owners try to grow their business asset they bump into a range of common issues. However, the management information (MI) that they gather is often what we call ‘vanity’ metrics. As the old saying goes, “Turnover is vanity, profit is sanity.” When I ask for the MI, most …

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Launch of Financial Planning Innovation Co-operative

We recently held the inaugural meeting of The Financial Planning Innovation Co-Operative in London. Its aim is to foster innovation in Financial Planning through the sharing of ideas globally. I like the following quote: “We often use the words “creativity” and “innovation” interchangeably but we should not. Creativity is about …

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