How Being A SWOT Can Help You Grow Your Business
This article first appeared in Professional Adviser If you’ve been through the British education system and have been called a swot, the chances are…
8 Tips To Improving The Client Experience Once They’ve Got In Touch
Last month, I looked at how marketing equals impact and shared some tips on how you can successfully market your business to new clients. This month,…
Why Marketing Equals Impact
A few days, ago, I noticed this fascinating tweet by Carl Richards. If you don't know Carl, he's a financial planner and creator of Behavior Gap,…
The Financial Plan For Financial Planners
Earlier this year, the Heath Report found that 5% of all financial advisers and planners have immediate plans to retire and think about their…
What Elton John can teach financial planners about building a business
I've always believed that running a financial planning practice is a hugely satisfying career. You see how planning changes lives, you create career…
The final blow to Final Salary transfers?
It was over two years ago when I first wrote about Final Salary transfers. Plenty of water has flowed under the bridge since then, including the…
Nine things which make the ideal network
As you probably know, the Professional Adviser awards took place earlier this month. One of the categories is 'Best Network,' whilst we were highly…
