practice model

Building a profitable practice is is the first objective for practitioners, but building a sustainable profitable and valuable practice is even better isn’t it? Many good practitioners achieve the objective of building a profitable practice…

Financial advisers really need to invest more into their practices. Now. More money, more thinking, more strategy….more leverage. Even those who have been investing probably need to invest more. For decades financial advisers have been…

“Great” is so subjective isn’t it? Having a “great practice” is a subjective assessment too…what is great to one adviser might be considered ordinary to another. But the true measure for each (I think) is:…

Why is an Advisory Practice called a “Practice”? I think it is because more often than not the business is mostly practicing to be a business. When a “practice” has actually made it then everyone…

I have a strong sense that a lot of advisory firms are “going out of business” at the moment and don’t even realise it. For a very long time markets were going well, and commission…

Regulatory reform is everywhere (in the west at least) in financial services and the biggest distraction for advisers is what they need to do to adjust for it…again…and the focus is almost always entirely upon…

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…

For financial advisory firms the word “process” has become synonymous with “best practice advice”, but good process is so much more than just a compliant and well-documented series of advice documents. Process cures problems. Process…