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The foundation of all successful relationships and the driving force behind most of our actions is trust. Trust underlies our willingness to spend our hard-earned money on goods and services, to commit our lives to another person through marriage, or to make plans and decisions based on advice given by a professional. Therefore, it’s not surprising that most people look for a financial adviser they can ‘trust’. After all, they will be entrusting their financial security (and

We want to help firms build great businesses and sustain them. Being future proof is a critical part of that. Over the last months we focused a lot of our blogs on the topics of people and processes but to build future proof businesses firms need to do a lot more. We see the following areas as critical for success.

Many moons ago and prior to becoming a practice management and operations consultant, I was a Practice Manager and Partner of a financial planning practice. While Richard, the Managing Partner and the main Adviser and I used to work extremely well together, there were some challenges that we both faced as we came at things from two very different perspectives.