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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

As inflation continues to soar and the increasing cost of living hits households across the UK, businesses must openly address this situation with their teams if they want to retain top talent.

As the world’s labour market continues to shift, the companies that retain key talent and invest in their teams will also be the ones that invest time, money and effort into new employee onboarding.

Given today’s climate, business leaders actively seek solutions to reduce total expenses while maintaining their competitiveness in the post-lockdown market. To achieve this, we suggest analysing your organisational structure and where, how, and by whom specific tasks are carried out, as these all significantly impact the company’s profitability and productivity.

In any firm, practice managers are vital to ensuring business success. Without them, deadlines may not be met, quality may suffer, and business growth may slow down. Yet very few of them come to this role as experienced leaders who are excellent at walking a tightrope as they attempt to balance many plates of various responsibilities and points of view across the organisation.

Effective leadership shows not only when things are going well but also, and perhaps even more so, when times get rough. Good leaders are admired (rather than feared) by others, motivating them to work more and make more meaningful contributions to the organisation’s success. Leadership does not imply working alone to achieve a goal. In truth, leadership entails inspiring and motivating others to collaborate toward a common goal. Today’s leaders must possess optimal leadershi

Is there a better way to create a successful financial planning business? The simple answer is yes, use OKRs. Airbnb, Google, Intel, LinkedIn, Twitter, and Uber all use objectives and key results (OKRs) to drive their success. You can too. The good news for financial planning businesses is that OKRs can be easily adopted, regardless of the size of the business, without adding significant new costs or overheads. OKRs were developed in the seventies by Professor Andy Grove at I

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.

Nowadays, most initial interviews are conducted via video calls and ‘old fashioned’ telephone interviews are seldom incorporated into the interview process. While potentially controversial, I’m about to argue that a simple telephone conversation could prevent you from making a bad hire. Here is why.

In the words of Steve Jobs “innovation is the only way to win” and understanding your clients’ needs and wants is fundamental to creating winning products and services. Design thinking, a customer centric methodology for innovating, asks one fundamental question that you need to answer in order to get this right and that is ‘Who needs a way to do what and why?’. Empathy mapping is a smart way for everyone in a business to get on the same page about who their customer(s) are,