Financial Planning Archives - FP Advance

Displaying 30 Posts categorized under Financial Planning

FP Advance Say No to Good and Yes to Great

Say ‘no’ to good, so you can say ‘yes’ to great

Why say ‘no’? Steve Jobs said, “True innovation is saying no to a thousand things”. The same logic applies when you are thinking about your own business. It might be saying ‘no’ to certain types of clients, so that you can say ‘yes’ to the clients you really want. It …

Read More

What Top Financial Planning Firms Did Right in 2017

I’ve never seen a year like it The Financial Planning profession looks like it’s at another inflection point, and this one feels big. I’ll be looking at the changes I see ahead in more detail soon, but I’d like to look back at what an amazing year 2017 was for …

Read More

Do You Want a 2-star or a 5-star Business?

Lessons from life I arrived at a nice hotel in Edinburgh on a cold evening in December many years ago. I walked inside to find it five people deep and four people wide at the check-in desk. I joined the queue and waited patiently. The desk was well staffed, but …

Read More
Serving Aces: 2 keys to perfect customer service | FP Advance

Serving Aces: 2 keys to perfect customer service

Customer service counts Ever had a poor customer service experience? It can leave you feeling a bit miffed and unappreciated as a customer or potential customer. I seem to be highly attuned to my own customer service interactions, as a business consultant, for two reasons: a.) These interactions often provide …

Read More

How to Double Your Business Revenue Every 5 Years

Good to grow Wherever you are on your business journey, you need to give yourself some credit for simply still being in business. Building a business is a marathon, not a sprint. So perseverance counts for plenty. Let me ask you a question; could you grow your business revenue by …

Read More