Paraplanning in 2022
Despite the shifting landscape, paraplanning is not a dead profession. If we've learnt anything from our research, paraplanning is quite resilient.
Four ways to make your advice documents more accessible
Ensuring that your digital content is accessible will enhance the overall user experience for your clients.
The benefits of using a task management system
We live in an era of larger task loads, more meetings, competing priorities, and less time to complete them.
Change management and anti-fragility
The financial planning landscape is constantly changing. Every time the landscape shifts, we need to shift with it, which can be tedious. It would be nice to stand still for…
4 ways to strengthen the links in your value chain
Your expertise is what makes you valuable as a financial advisor. And this expertise is part of a value chain. You employ your expertise to develop a sound strategy for…
Damaging Admission
Have you ever heard the term ‘damaging admission’? It sounds like something you wouldn’t want to do, particularly not in a professional setting. But a damaging admission is not a…
