SteveBillinghamConsulting

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Passionate about your business

Leadership

The importance of “brand” for advisers

After many years working with advisory firms, we’ve come to the conclusion that the best definition of your “brand” is the simplest. Your brand is partly your reputation. It’s what people say about you when you’re not around. It’s how they feel about your firm and what they expect from working with you. But reputation …

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First class “client experience” in action

When Jan Carlzon took over Scandinavian Airlines (SAS) the business was making multi-million losses and in worrying decline. In just 12 months he turned the business around. In one year earnings were up £60 million in a drastically slumping market where other international airlines collectively lost £1.5 billion. One of the key elements of Carlzon’s …

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Are you measuring the right things?

Most advisers measure what they think is right (usually turnover and if you are lucky… profit) rather than measuring what matters most, i.e. the things that matter to clients. In 1994 Continental Airlines was failing… big time. It had filed for bankruptcy twice in the previous decade. Then they hired Gordon Bethune who simply got …

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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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