Why say ‘no’?
Steve Jobs said, “True innovation is saying no to a thousand things”. The same logic applies when you are thinking about your own business.
It might be saying ‘no’ to certain types of clients,
Can you do better?
Do you ever think to yourself, “I can do better than this”? Are you ready to take things up a level? If you are, then here are some issues to consider that are important for all advisers and
If you follow the news it’s pretty hard not to get wound up about something or other on a daily basis. Why?
Because some people and some organisations just seem to have forgotten who th
I like it Chris. With investment advice continuing to be de-mystified and commoditised the only future is one focused on planning and coaching. Helping human beings with behavioural and emotional issues is the one
Gary Neild of Blue Sky Financial Planning
Gary Neild is one of the nicest guys in Financial Planning and runs Blue Sky Financial Planning, a fabulous business based in Bournemouth. I had the pleasure of working
A lesson in values from Airbnb
Recent political turmoil in the UK, US and around the world has once again highlighted for me the importance of values. Values define us as individuals and as businesses, and
Information is power
If you’ve been working on the first five areas to get you moving forward: culture and values, people, process, business management, and client profile, then there’s just one last area to
Who’s the best client for you?
The very first skill you have to get to grips with as a new advisory business is finding new clients. That helps you to survive for a while, but somewhere on your journey you ne