Here you will find a source of interesting and educational articles from Bob's work with financial planners and their staff.

Are Your Clients Seeking a Better Return on Life?

I have recently had several conversations with financial planners regarding client review meetings in these times of volatile investment markets

Do the One Percenters – Managing Pricing

JULY 2022Do the One-Percenters – Managing PricingWelcome to the second article in our One – Percenters series. As the sporting

Do the One Percenters – Staffing

JUNE 2022Do the One-Percenters It’s part of the sporting coach’s lexicon: “Do the one-percenters!” These are the little acts, on

People, Processes and Profit

In my work with financial planners I have many conversations about the three “P’s” – People, Processes and Profit. These

Getting the Balance Right

I recently reviewed some key metrics of a financial planning practice. The Principal has reached out for help. He feels

Virtual General Manager for Financial Planning Businesses

The demands of Financial Planners in running their own business and attending to their client needs have never been greater.

Lifting the Fog of Change

I have seen many signals that there has never seen a better time in our Industry for financial planning business

Challenges for Sole Practitioners

It can be challenging running a sole adviser practice. Sole Practitioners are responsible for everything. Client advice and relationships and

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