People, Processes and Profit

People, Processes and Profit

In our work with financial planners we have many conversations about the three “P’s” – People, Processes and Profit. These are our top 3 challenges for most financial planning business owners. (Note that financial planning issues do not make the top 3.) It is these...
Two Years of COVID – Getting back on Track

Two Years of COVID – Getting back on Track

This is a story of the value in having a licensee who supports business owners in times when the going gets tough. Our business coach had a meeting with the owner of one of our financial planning firms who asked for some help. He was feeling quite flat about how his...
Leading a High Performing Advice Business

Leading a High Performing Advice Business

When a sector such as financial planning goes through enormous amounts of change it is not unusual to see different levels of business performance.  The results of financial advice businesses after the past 5 years also shows up a wide range of performance.  As we...
Best Practice tips for Adviser Practices in 2022

Best Practice tips for Adviser Practices in 2022

As we enter a new year it is interesting to reflect on what are the Key Drivers outperforming practices are focusing on. We have observed that adviser practices can thrive provided there exists the right mindset from the Principal for business improvement &...
Engaging Your Most Valuable Asset

Engaging Your Most Valuable Asset

Strategic Planning in business is always a valuable and interesting exercise to undertake. Financial planning businesses are no exception. In financial planning we encourage our firms to complete a Business Health check, which provides an external view of the business...