coaching and mentoring

How to work out who to keep on your team

November 4, 2022

One of the toughest areas of practice management is building your team and keeping the team “right for you”. So it is best to begin with an unpalatable truth: It is inevitable that at some…

Read more

Are You AND Your People Clear About What YOU Want?

October 21, 2022

Pretty much everyone running a business hates having to come up with job descriptions for their staff. Your people hate them too usually. A statement which may have been correct at a moment in time…

Read more

Business planning a struggle? Perhaps you should plan “life” instead…

September 21, 2022

When business planning is a bit of a struggle it pays to ask yourself why you went into business for yourself. You could have had an easy job somewhere, and just made a living….but you…

Read more
buying a financial planning business

What you need to know if you buy to grow

August 15, 2022

As many advice businesses reach maturity it is common to consider whether they should “buy to grow”. Should they buy another practice, or more commonly, should just buy a book of business from another practice.…

Read more
coach-your-people-to-grow

How To Coach Your People To Greater Success

June 29, 2022

One of the best ways to improve results for your firm is to coach your people to greater levels of professional and personal success, rather than merely “managing” them. There is a huge difference between…

Read more
grow-people-grow-business

The 6 Steps To Growing Your People

January 19, 2022

Introducing leverage into a professional services firm is most often done through adding people, and growing your people leads to growing your firm. Finding and developing the right people is one of the greatest challenges…

Read more
center of influence referral marketing

Bring Back The Long Lunch…it will be good for your business!

August 6, 2021

Tom Peters suggested many years ago that one of the most effective marketing activities a professional could engage in were weekday lunches. 250 of them in fact over the course of the year. That is…

Read more
coaching-change

Are Your Clients Or Staff Coachable?

July 16, 2021

Here is a question we should ask when contemplating taking on new clients: “I can coach, but are You Coachable?” It’s a tough question perhaps. It is certainly a confronting question at the very least.…

Read more