On Wednesday 22nd May at 1pm, I’m holding a lunchtime webinar .
It’s about the top 3 issues I’ve noticed in how great Financial Planning firms are run, and it’s changed from the things I used to see in the past.
I want to share that learning with you. It’s a game changer.
I’ve been consulting to Financial Planning businesses for over 15 years here in the UK.
I’m currently working with more than 40 businesses right now via my Uncover Your Business Potential course and my one-to-one consulting work.
It gives me tremendous insight into how the issues driving success are changing at the coalface.
Over the last year or two, I’ve been noticing some new trends in the effective running of Financial Planning firms. And these changes are making a massive difference to performance for those owners who can identify and use them effectively.
You can use them to your advantage, too.
If I go back 5 or 10 years, so much of the focus in Financial Planning was about getting the basic proposition and pricing right. Whilst there’s lots of industry conversation about pricing right now, it’s not the issue that actually drives performance of the best businesses.
The three things I’m going to cover in my webinar are the issues that are driving this performance.
I’m not going to ruin the surprise for you, but these 3 issues are things that you just have to understand if you want your business to improve more quickly.
Especially if you want to feel more in control of your business and you want to enjoy the journey.
Grab a sandwich and join me for 60 minutes that will change how you think about your business.