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 …
Do the right thing Financial Planning ‘done right’ is a thing of beauty. It can transform people’s lives, which in turn can have a major positive impact on society. Does all of that sound a little too grandiose to you? Is it possible to have a strongly performing business (in …
It’s been a challenging year for many of us, but I’ve found my passion for helping financial planning business owners achieve a healthy and prosperous work/life balance has kept me going. And hopefully some of the tips, articles and wisdom from others in these newsletters has helping many of you …
Revisit your first meeting skills How are your first meetings going with new prospective clients? Only you’ll know the answer to this, but here are a few questions to help you focus: Are you converting as many clients as you’d like to? Are you able to set up a situation …
Gary Neild of Blue Sky Financial Planning Gary Neild is one of the nicest guys in Financial Planning and runs Blue Sky Financial Planning, a fabulous business based in Bournemouth. I had the pleasure of working with Gary over a number of years and what he has achieved is truly …