The ongoing review process Archives - FP Advance

Displaying 10 Posts categorized under The ongoing review process

Four Simple Questions for Your Q1 Review

Looking back at Q1 It might be hard to believe, but we’re approaching the end of the first quarter of 2019 already. If you’re not careful, time will just tick by. So, before the rest of the year rolls on, it’s time to do a quick check-in with yourself. How …

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Best Business Wisdom from the Web: Autumn 2016

Finding the Best Online Reads With Autumn on the way and the nights getting colder there’s more time to settle in with some great reads. For our FP Advance social media channels we hunt down content that is indispensable, eye-opening and thought-provoking, sharing links from some of the best and …

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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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The Ongoing Advice Fee

How much should you charge for the ongoing advice fee? For conducting reviews, providing information and updating your advice whenever required. Good advisers can justify charging 1% pa of assets under management. Not 0.5% pa which seems to be the norm. Please note, I said good advisers. That means advisers that add …

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Supercharge The Review Meeting

Welcome to the last in the series covering The Review Meeting. We’ve discussed the importance of keeping your clients in lifetime relationships, high value versus low value businesses, the cake (and the icing), the importance of delivering lifestyle outcomes and saying your fee loud and proud. However, there is one last challenge to address. How to supercharge …

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