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The pace needed to respond to increased regulation, tech disruption, changing client expectations, and global competition is frenetic and, in our experience, most businesses move too slowly to keep up with the changing landscape. On the flip side, agile financial advisory businesses, that can adapt quickly to change, will thrive.

Cyber attacks are becoming more common and sophisticated in today’s digital world. While you may be thinking that you are unlikely to become a target, unfortunately we are aware of small Financial Advisory firms that have been through this already, so don’t fall for the false sense of security and take preventative action.

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

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.

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.