by futuro | Jul 4, 2022 | latest news
When considering a move of AFSL it’s important to understand the history of the Licensee and how they have operated during the many and varied market and regulatory changes that our industry has faced in the last couple of decades. It could be argued though that what... 
by futuro | Apr 21, 2022 | latest news
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... 
by futuro | Mar 1, 2022 | latest news
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... 
by futuro | Jan 27, 2022 | latest news
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... 
by futuro | Jan 13, 2022 | latest news
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 &... 
by futuro | Nov 24, 2021 | latest news
All small business owners would love to have a team of employees who are talented and high performers. In a typical financial planning practice (of up to 5 staff), each individual performance is critical.I In small teams it can be tough should team members be...