Build it before you need it
Starting your own financial planning business can feel like a roll of the dice. But there are things you can do to help the dice land in...
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Right people, right seats
Good hires are worth their weight in gold. Because when you hire the right people, you can focus on running your financial planning...
It’s time to think about what you want from your career
Where are you at in your career? Stop and think. Is working for somebody else’s financial planning firm giving you the stimulation,...
Why you and not one of your rivals?
There are a million financial planning businesses out there. So how is yours different? You’re probably thinking: “We provide great...
The pros and cons of running your own financial planning business
Everything in life has pros and cons. Running your own financial planning firm has pros and cons. And working for somebody else has pros...
Why you should plan to sell your business even if you don’t
Structure your financial planning firm so it’s always ready to be sold. Ever heard that idea? The only way somebody would buy your firm...
Dig the well before you get thirsty
If you’re planning to start your own financial planning firm tomorrow, you need to start networking today. Because the size and quality...
Why you need to eliminate low-value activities from your life
Want to make your financial planning business more profitable? Then focus exclusively on tasks valued at hundreds or thousands of dollars...
How to know if you’ve got what it takes to be a business owner
I’ve got two scary words for you. Sales. Marketing. When you’re a financial planner working for a firm, you can often get by doing little...
Your mindset can be a powerful business weapon
When you compare the owners of successful financial planning businesses with those who run less successful businesses, you often notice...
The art of chasing rabbits
There’s a great Chinese proverb that states: “If you chase two rabbits, both will escape.” The same is true when it comes to marketing....
Is founder dependence hurting your financial planning business?
Does anyone know your financial planning business as well as you do? Probably not. Is that a good thing? Well, it depends. Your firm...
Why do so many small businesses fail, while others succeed?
And it’s a decision often made harder thanks to those grim statistics on the survival rate of new businesses. But while the odds may seem...
A problem shared is a problem halved
It can be lonely at the top. The buck stops with you, so every decision rests on your shoulders alone. But there’s a good reason why...
How Jeff Bezos made the jump from employee to entrepreneur
There isn’t a definitive way of knowing whether you’re ready to strike it out on your own. But, today, I thought I’d share the story of...
Why you should try to work yourself out of a job
When you own a financial planning business, you can’t – and shouldn’t – do everything yourself. But all too often it can feel like you...
Try to appeal to everyone … and you’ll appeal to no one
When you first start your financial planning firm, there’s always the danger of trying to walk before you can crawl. Take marketing, for...
Your clients are more than a number
Many financial planning firms focus on growing their business by winning new clients. After all, the more people you can get in through...
Always be recruiting … even when you aren’t hiring
Your financial planning firm is only as good as the people who work there. So when you have a position to fill, the stakes can be high....
4 tips on surviving the first few years of business
Starting your own financial planning firm is exciting. But the first few years after your launch can be really challenging. So what can...
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