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...

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...

Strategic Planning in business is always a valuable and interesting exercise to undertake. Financial planning businesses are no exception. In...

The pandemic has thrown up many challenges for our communities. Particularly those in lockdowns for extended periods of time. However there has been...

We recently reviewed some key metrics of a financial planning practice that is looking to change licensee. For the sake of anonymity let’s call the...

We believe in the future of single adviser practices. Advisers with the right mindset for innovation and prepared to use a mix of inhouse &...

I have seen many signals that there has never seen a better time in our Industry for financial planning business owners to access business...

I spoke with an adviser recently about communicating with clients. This adviser has recently reviewed his “service package” to clients and ongoing...

I was very pleased to attend a Virtual Forum for Futuro advisers engaged in our Advantage Program. The Futuro Advantage Program provides structured...

It is interesting to note that despite the many changes our Industry has been through, one fundamental thing has not changed in creating a...

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...

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...

Adviser and client’s interests should trump a Licensee’s interest every time! In the past few months we have spoken with a number of advisers...

Over the past month there has been some interesting research published regarding two important issues regarding providing financial planning...

In our discussions with many financial planners across the Industry we continue to see critical areas of business operations that drive success in...