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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

Our last blog focused on helping you work out your capacity for work using a simple calculator. This time, we are taking a deeper dive into understanding how your client numbers and other factors affect your capacity.