SteveBillinghamConsulting

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Passionate about your business

Leadership

6 things holding advisers back

In our consultancy work with the financial planning sector, we often identify that the same key “blockages” or challenges are holding advisers back from achieving the results they are looking for. 1. No clear vision Most advisers are so busy keeping all their plates spinning, that they simply haven’t taken the time to define, clarify …

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A cause for celebration

Last week saw one of our longest standing clients, Informed Financial Planning, based in Hull, pick up the award for IFA of the Year for the North East at the Professional Adviser awards. This award is the culmination of a number of years of genuine hard graft by MD, Kevin Ferriby and Ops Director Becky …

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Get off the merry-go-round

We are all busy doing “stuff” There seems no end to the “stuff” we have to do. And the more organisations downsize or push part of the process back to us, the more “stuff” we have to do. We are so busy doing “stuff” that very often, we don’t take the time to look at …

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Profitable Practice Management – Part 9

Measuring what matters In this, the final video in the series, we look at how to establish the right management information metrics that tell you how well your business is REALLY doing. Measures that look beyond just revenue at productivity and profitability. We hope you have enjoyed the video series.

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Profitable Practice Management – Part 4

The 4 C’s of Success In this, the fourth of our 9 part video series on profitable practice management for financial advisers and planners, we consider the 4 essential ingredients for success.

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Profitable Practice Management – Part 3

Executing the plan In this, the third in our 9 part video series on profitable practice management, we explore how to make sure you execute your plan effectively.

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Profitable Practice Management – Part 2

Setting realistic 12 month goals for your business Here is the second video in our profitable practice management series. This video explores how to set balanced and relevant 12 month operational goals for your business.

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Quote of the week

Change does not happen when your circumstances improve; chage happens when you decide to improve your circumstances Paul McGee

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A cure for Procrastination

We are all guilty of procrastination to some degree or another. However we choose to rationalise our failure to take action, there can be no question that it is the single biggest reason that great ideas never see the light of day. This, combined with our obsession with short term results, mean that few businesses …

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Why the “why” matters

You’ll have heard me say before on this blog that the “what” and the “how” of what you do, is not what resonates with your clients emotionally. It’s the “why”. This became even clearer during Europe’s recent amazing comeback in the Ryder Cup. What’s the connection? Well, there was much post match comment from the …

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