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Passionate about your business

Recently we have been doing quite a lot of work around client engagement. By engagement I mean getting clients to be engaged with their long-term financial planning on an ongoing basis. Nailing client engagement can be tricky at the best of times but it can be particularly challenging for financial advice businesses. Most advisers are …

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Belief is a truth held in the mind; faith is a fire in the heart. Joseph Newton

Without struggle, there can be no progress. Frederick Douglass

Nothing will work, unless you do Maya Angelou

As we enter 2016, many advice and planning firms will be considering both their long term strategic plan and their operational goals and priorities for the coming year. The problem with most strategic and operational plans is that they are so long and detailed, that they become a chore to monitor and review. In this, …

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Not failure, but low aim, is a crime. James Russell Lowell  

Make each day your masterpiece. John Wooden

Unless you try to do something beyond what you have already mastered, you will never grow. Ralph Waldo Emerson

Discontent is the first step in the progress of a man or a nation. Oscar Wilde

A challenge that just about every adviser we talk to, tells us they are struggling with, is finding more and better quality clients. With the advice landscape changing over the last few years there has been the recognition that working with absolutely any and every client, irrespective of their circumstances or revenue potential, is no …

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