Financial Planning Partnerships Blog​

Good hires are worth their weight in gold. Because when you hire the right people, you can focus on running your financial planning...

Where are you at in your career? Stop and think. Is working for somebody else’s financial planning firm giving you the stimulation,...

There are a million financial planning businesses out there. So how is yours different? You’re probably thinking: “We provide great...

Everything in life has pros and cons. Running your own financial planning firm has pros and cons. And working for somebody else has pros...

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...

If you’re planning to start your own financial planning firm tomorrow, you need to start networking today. Because the size and quality...

Want to make your financial planning business more profitable? Then focus exclusively on tasks valued at hundreds or thousands of dollars...

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...

When you compare the owners of successful financial planning businesses with those who run less successful businesses, you often notice...

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....

Does anyone know your financial planning business as well as you do? Probably not. Is that a good thing? Well, it depends. Your firm...

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...

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...

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...

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...

When you first start your financial planning firm, there’s always the danger of trying to walk before you can crawl. Take marketing, for...

Many financial planning firms focus on growing their business by winning new clients. After all, the more people you can get in through...

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....

Starting your own financial planning firm is exciting. But the first few years after your launch can be really challenging. So what can...

Pop quiz time. You want to grow your financial planning business. Is it better to: a) Do lots of marketing to get hordes of new clients...