strategic planning

One of the toughest things for professional services firms to do – especially those that operate in the advice space – is settle on a strategy to guide the decisions in building the business. It…

Vision is the thing that initially drives all progress. Somebody’s view of how something can be…will be….is the catalyst for achievement of great change. Who will ever forget the power of articulating one mans vision:…

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…

Is there a cunning plan for your practice to thrive amidst the changes coming at the financial advice sector from all directions? What is the plan then? What is the strategy? Those 2 questions might…

If you believe in the value of advice, then it makes sense to believe in the value of getting good advice for yourself – or rather, for your business. Nearly every small business can benefit…

When it comes to practice development the owner must consider 3 general areas which drive the growth and value of the business, and each of those has some sub-sections. The 3 areas to consider are:…

Challenging times test whether we are truly delivering value, and whether we have a good value creation model for the advisory firm. Is the practice focussed upon the areas where it can improve in its…

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…