The price is right There’s a lot of discussion around what is the ‘right’ way to charge for Financial Planning services. I get it. We’re at another inflection point in the development of our profession, and it’s right to question everything, including how your business charges. You need to be positioning your business for where things are headed in the next ten years, not where we’ve come from in the last ten. In light of that, I believe the charging conversation needs to be done in … [Read more...] about Are You Outrageously Expensive or Too Cheap?
Taking care of business Running your own business is not a job. There’s no guaranteed income. You don’t get selected to be a business owner. And it can be tough. I saw this data in a recent email from Gazelles strategic planning guru Verne Harnish: “TSheets by Quickbooks commissioned a survey about the sacrifices business owners make, which found: 50+ hour weeks are the norm for 1 in 2 biz owners 43% have put their own money into the business 1 in 3 say their family has made … [Read more...] about Why You are More Creative Than You Think
The secret of success You don’t become successful and then institute a great culture - the culture has to come first. Your business culture is at the core of what you do and how you operate. It sets attitudes and expectations. Managed correctly it determines your direction and drives your performance. What is culture? I’ve heard it defined in two ways: The way we do things around here or What happens when you’re not around What is your culture? How would you … [Read more...] about Culture is King: 6 Benefits of Knowing your Business Culture
Julie Littlechild is the Founder of Absolute Engagement. She is a recognised expert on engagement, a speaker, writer and researcher. Her firm translates on-going research into meaningful workshops and programs for financial advisers. Here are her excellent practical tips to get you re-focused when you are feeling like being busy has got the best of us. Over to you, Julie. Is everything under control? Let’s face it, we live in a world in which being busy is a badge of honour. When … [Read more...] about Ask the Expert: Julie Littlechild – Have you ever felt out of control?
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 the financial sense) without losing your social purpose (or soul) in the process? Of course it is. To prove this you don’t have to look much further than some of the best performing businesses in the Financial … [Read more...] about Do the Right Thing: Business success without losing your soul