The problem with being everything to everybody

The problem with being everything to everybody

It is interesting to note that despite the many changes our Industry has been through, one fundamental thing has not changed in creating a profitable financial planning practice. That is knowing who you wish to do business with and what you will charge them for your...
Are You the First Call?

Are You the First Call?

Who do your clients call first about anything financial? Will it be you? Have you created the expectation in your clients’ view of your services that enables and encourages them to make the call? How is it that some financial planners develop this type of relationship...
What are the reasons clients say they seek advice?

What are the reasons clients say they seek advice?

What do your clients say are the reasons they seek advice from you? It is an interesting question? However, is it easy for you to answer that question? It is critical for you to know the answer as it should be at the Core of Your Value Proposition. Why not have a look...
How to Attract Children of Your Clients

How to Attract Children of Your Clients

Over the past month there has been some interesting research published regarding two important issues regarding providing financial planning services to younger clients. (under age 45 years) The research I am referring to comes from Business Health Future Ready VIII...
Value Drivers a Framework for Success

Value Drivers a Framework for Success

In our discussions with many financial planners across the Industry we continue to see critical areas of business operations that drive success in Practices. The common threads of success show up continually. Key examples that we observe at Futuro include: Principals...